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 | $54,138 | $81,625-33.7% | $58,482-7.4% | $139,434-61.2% |
| Participation rate | 78.6% | 61.3%+17.2pp | 50.9%+27.7pp | 80.3%-1.7pp |
| Annual return | 14.13% | 7404.20%-7390.1pp | 4239.32%-4225.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,428 | $1,398+2.1% | $1,053+35.5% | $4,751-70.0% |
| Participant deferral / active EE | $5,303 | $2,557+107.4% | $1,924+175.6% | $6,710-21.0% |
| Admin fee / account holder | $174 | $3,265-94.7% | $2,516-93.1% | $11,403-98.5% |