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 | $95,175 | $70,606+34.8% | $53,898+76.6% | $142,382-33.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.91% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,926 | $1,202+143.4% | $932+214.0% | $4,299-31.9% |
| Participant deferral / active EE | $7,243 | $2,364+206.4% | $1,826+296.6% | $6,507+11.3% |
| Admin fee / account holder | $1 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |