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 | $31,248 | $101,069-69.1% | $81,478-61.6% | $147,584-78.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.12% | 32.40%-14.3pp | 38.78%-20.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,878 | $3,205-41.4% | $2,568-26.9% | $4,876-61.5% |
| Participant deferral / active EE | $7,522 | $4,242+77.3% | $3,537+112.7% | $5,439+38.3% |
| Admin fee / account holder | $243 | $5,812-95.8% | $4,561-94.7% | $10,885-97.8% |