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 9-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 | $97,757-100.0% | $83,848-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | 5.98% | 1287.37%-1281.4pp | 850.88%-844.9pp | 519.73%-513.8pp |
| Employer contribution / active EE | $15,562 | $4,222+268.6% | $3,631+328.6% | $4,779+225.6% |
| Participant deferral / active EE | $4,878 | $4,682+4.2% | $4,082+19.5% | $5,609-13.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |