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 | $44,562 | $96,557-53.8% | $80,975-45.0% | $273,961-83.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.63% | 15.14%-6.5pp | 17.10%-8.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,951 | $4,868+22.2% | $3,714+60.2% | $4,869+22.2% |
| Participant deferral / active EE | $16,501 | $6,598+150.1% | $5,696+189.7% | $5,287+212.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |