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 | $82,053 | $115,770-29.1% | $101,248-19.0% | $158,922-48.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 18.36% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $7,998 | $4,175+91.6% | $3,660+118.6% | $4,761+68.0% |
| Participant deferral / active EE | $7,962 | $4,957+60.6% | $4,370+82.2% | $5,982+33.1% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |