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 | $58,786 | $113,339-48.1% | $94,993-38.1% | $147,584-60.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.56% | 20.77%-2.2pp | 27.12%-8.6pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,928 | $3,160-7.4% | $2,603+12.4% | $4,876-40.0% |
| Participant deferral / active EE | $4,497 | $3,777+19.1% | $3,317+35.6% | $5,439-17.3% |
| Admin fee / account holder | $129 | $6,063-97.9% | $4,960-97.4% | $10,885-98.8% |