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 | $93,373-100.0% | $152,466-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 78.2%-78.2pp | 69.3%-69.3pp |
| Annual return | 14.85% | 21.84%-7.0pp | 757.33%-742.5pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,316 | $2,996+77.5% | $4,327+22.9% | $2,565+107.3% |
| Participant deferral / active EE | $7,616 | $4,550+67.4% | $5,820+30.8% | $3,952+92.7% |
| Admin fee / account holder | $0 | $13,853-100.0% | $15,805-100.0% | $6,260-100.0% |