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 9-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 | $37,229 | $140,940-73.6% | $112,229-66.8% | $139,434-73.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.97% | 32.71%-12.7pp | 30.20%-10.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,613 | $4,283-62.3% | $3,430-53.0% | $4,751-66.1% |
| Participant deferral / active EE | $6,458 | $5,874+9.9% | $4,798+34.6% | $6,710-3.8% |
| Admin fee / account holder | $145 | $9,954-98.5% | $7,748-98.1% | $11,403-98.7% |