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 | $32,898 | $105,998-69.0% | $92,233-64.3% | $147,584-77.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 25.47% | 50.05%-24.6pp | 176.28%-150.8pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,085 | $4,333-51.9% | $3,679-43.3% | $4,876-57.2% |
| Participant deferral / active EE | $5,117 | $4,478+14.3% | $3,897+31.3% | $5,439-5.9% |
| Admin fee / account holder | $66 | $6,332-99.0% | $5,194-98.7% | $10,885-99.4% |