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 | $92,703-100.0% | $82,719-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -11.37% | 944.92%-956.3pp | 701.18%-712.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,774 | $3,274-15.3% | $3,009-7.8% | $4,740-41.5% |
| Participant deferral / active EE | $13,122 | $4,802+173.3% | $4,395+198.6% | $6,400+105.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |