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 | $109,826 | $214,378-48.8% | $200,582-45.2% | $142,382-22.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.33% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,466 | $6,841-34.7% | $6,419-30.4% | $4,299+3.9% |
| Participant deferral / active EE | $7,088 | $9,865-28.1% | $9,331-24.0% | $6,507+8.9% |
| Admin fee / account holder | $84 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |