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 | $100,852-100.0% | $90,404-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 17.13% | 1724.20%-1707.1pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $274 | $3,689-92.6% | $3,262-91.6% | $4,761-94.2% |
| Participant deferral / active EE | $1,685 | $4,348-61.2% | $3,963-57.5% | $5,982-71.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |