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 | $62,118 | $99,020-37.3% | $86,590-28.3% | $147,584-57.9% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 16.06% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $14,193 | $3,132+353.2% | $2,839+399.9% | $4,876+191.1% |
| Participant deferral / active EE | $7,896 | $3,972+98.8% | $3,609+118.8% | $5,439+45.2% |
| Admin fee / account holder | $260 | $5,710-95.5% | $4,906-94.7% | $10,885-97.6% |