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 5-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 | $27,287 | $133,922-79.6% | $116,228-76.5% | $142,382-80.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 18.89% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,004 | $3,446-12.8% | $2,994+0.3% | $4,299-30.1% |
| Participant deferral / active EE | $10,332 | $5,672+82.2% | $4,953+108.6% | $6,507+58.8% |
| Admin fee / account holder | $230 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |