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 | $154,117-100.0% | $129,995-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 16.27% | 32.48%-16.2pp | -137.18%+153.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,681 | $5,289-68.2% | $4,320-61.1% | $4,751-64.6% |
| Participant deferral / active EE | $2,590 | $6,710-61.4% | $5,820-55.5% | $6,710-61.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |