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 | $39,984 | $53,127-24.7% | $86,590-53.8% | $70,131-43.0% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 23.77% | 27.66%-3.9pp | 964.84%-941.1pp | 73.14%-49.4pp |
| Employer contribution / active EE | $6,970 | $2,068+237.0% | $2,839+145.5% | $2,342+197.6% |
| Participant deferral / active EE | $3,302 | $2,696+22.5% | $3,609-8.5% | $3,332-0.9% |
| Admin fee / account holder | $94 | $3,585-97.4% | $4,906-98.1% | $4,645-98.0% |