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 | $32,085 | $183,519-82.5% | $155,509-79.4% | $145,922-78.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 18.99% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,484 | $5,313-53.2% | $4,672-46.8% | $4,660-46.7% |
| Participant deferral / active EE | $10,578 | $6,462+63.7% | $5,626+88.0% | $6,688+58.2% |
| Admin fee / account holder | $181 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |