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 5-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 | $46,873 | $202,432-76.8% | $169,368-72.3% | $139,434-66.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.17% | 531.74%-507.6pp | 405.60%-381.4pp | 372.94%-348.8pp |
| Employer contribution / active EE | $900 | $4,692-80.8% | $4,013-77.6% | $4,751-81.1% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,710+123.5% |
| Admin fee / account holder | $126 | $10,708-98.8% | $9,003-98.6% | $11,403-98.9% |