See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $163,264-100.0% | $155,509-100.0% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 78.2%-78.2pp | - |
| Annual return | 13.64% | 19.38%-5.7pp | 64.67%-51.0pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,626-100.0% | - |
| Admin fee / account holder | $0 | $96,217-100.0% | $15,912-100.0% | - |