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 | $84,704 | $69,207+22.4% | $64,056+32.2% | $139,434-39.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.93% | 45.88%-26.0pp | 33.69%-13.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,120 | $3,182-1.9% | $2,747+13.6% | $4,751-34.3% |
| Participant deferral / active EE | $5,150 | $4,682+10.0% | $3,880+32.7% | $6,710-23.2% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |