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 | $29,176 | $107,934-73.0% | $91,989-68.3% | $152,861-80.9% |
| Participation rate | 94.4% | 81.2%+13.3pp | 78.6%+15.8pp | 82.4%+12.0pp |
| Annual return | 51.85% | 89.24%-37.4pp | 69.02%-17.2pp | 345.32%-293.5pp |
| Employer contribution / active EE | $1,925 | $4,210-54.3% | $3,452-44.2% | $4,762-59.6% |
| Participant deferral / active EE | $3,768 | $6,364-40.8% | $5,923-36.4% | $5,850-35.6% |
| Admin fee / account holder | $3 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |