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 | $29,389 | $197,825-85.1% | $155,790-81.1% | $125,391-76.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 27.90% | 86.74%-58.8pp | 71.54%-43.6pp | 282.22%-254.3pp |
| Employer contribution / active EE | $6,212 | $4,847+28.2% | $3,836+61.9% | $4,866+27.7% |
| Participant deferral / active EE | $4,924 | $5,630-12.5% | $4,797+2.6% | $5,352-8.0% |
| Admin fee / account holder | $1 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |