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 7-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 | $16,100 | $59,101-72.8% | $77,163-79.1% | $75,163-78.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 117.63% | 26.71%+90.9pp | 37.87%+79.8pp | 160.62%-43.0pp |
| Employer contribution / active EE | $3,113 | $1,995+56.0% | $2,535+22.8% | $2,670+16.6% |
| Participant deferral / active EE | $1,945 | $2,999-35.2% | $3,833-49.3% | $4,125-52.8% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |