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 | $82,995 | $105,859-21.6% | $90,160-7.9% | $147,584-43.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.63% | 37.63%-19.0pp | 34.88%-16.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,905 | $4,126-53.8% | $3,318-42.6% | $4,876-60.9% |
| Participant deferral / active EE | $9,119 | $5,733+59.0% | $5,288+72.5% | $5,439+67.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |