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 | $58,305 | $81,632-28.6% | $70,449-17.2% | $158,922-63.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.00% | 208.40%-201.4pp | 109.03%-102.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,142 | $3,217-64.5% | $2,737-58.3% | $4,761-76.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $101 | $6,193-98.4% | $3,845-97.4% | $11,246-99.1% |