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 | $78,728 | $63,346+24.3% | $92,233-14.6% | $70,131+12.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.75% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $8,798 | $2,471+256.0% | $3,679+139.1% | $2,342+275.6% |
| Participant deferral / active EE | $5,993 | $2,854+110.0% | $3,897+53.8% | $3,332+79.9% |
| Admin fee / account holder | $86 | $3,840-97.8% | $5,194-98.3% | $4,645-98.1% |