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 | $28,405 | $176,056-83.9% | $159,436-82.2% | $167,490-83.0% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 19.71% | 331.75%-312.0pp | 263.57%-243.9pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,250 | $5,297-76.4% | $4,829-74.1% | $4,837-74.2% |
| Participant deferral / active EE | $8,931 | $7,750+15.2% | $7,352+21.5% | $6,341+40.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |