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 | $109,126 | $99,020+10.2% | $86,590+26.0% | $147,584-26.1% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 12.49% | 1312.34%-1299.8pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,247 | $3,132-28.2% | $2,839-20.8% | $4,876-53.9% |
| Participant deferral / active EE | $4,433 | $3,972+11.6% | $3,609+22.8% | $5,439-18.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |