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 | $60,124-100.0% | $90,404-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 15.64% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,777 | $2,068+34.3% | $3,262-14.9% | $2,471+12.4% |
| Participant deferral / active EE | $5,813 | $2,938+97.8% | $3,963+46.7% | $3,740+55.4% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |