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 | $36,426 | $209,411-82.6% | $178,490-79.6% | $158,922-77.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.94% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,444 | $5,706-39.6% | $5,011-31.3% | $4,761-27.7% |
| Participant deferral / active EE | $2,822 | $5,954-52.6% | $5,202-45.8% | $5,982-52.8% |
| Admin fee / account holder | $188 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |