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 | $24,542 | $89,355-72.5% | $141,162-82.6% | $72,985-66.4% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 21.77% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,211 | $3,114-29.0% | $4,735-53.3% | $2,440-9.4% |
| Participant deferral / active EE | $5,227 | $5,418-3.5% | $6,709-22.1% | $3,607+44.9% |
| Admin fee / account holder | $254 | $5,958-95.7% | $10,261-97.5% | $5,124-95.0% |