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 | $202,318-100.0% | $172,739-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 14.17% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.1pp |
| Employer contribution / active EE | $8,333 | $5,856+42.3% | $5,143+62.0% | $4,762+75.0% |
| Participant deferral / active EE | $9,190 | $5,948+54.5% | $5,198+76.8% | $5,850+57.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |