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 7-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 | $48,278 | $148,534-67.5% | $135,903-64.5% | $139,434-65.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.09% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $7,463 | $5,243+42.3% | $4,856+53.7% | $4,751+57.1% |
| Participant deferral / active EE | $12,334 | $8,100+52.3% | $7,758+59.0% | $6,710+83.8% |
| Admin fee / account holder | $169 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |