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 | $116,125 | $142,405-18.5% | $115,157+0.8% | $152,861-24.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.40% | 41.48%-18.1pp | 35.60%-12.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,725 | $4,010-32.0% | $3,179-14.3% | $4,762-42.8% |
| Participant deferral / active EE | $34,959 | $5,164+577.0% | $4,168+738.7% | $5,850+497.6% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |