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 | $85,418 | $99,020-13.7% | $86,590-1.4% | $147,584-42.1% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 21.93% | 1312.34%-1290.4pp | 964.84%-942.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,377 | $3,132+71.7% | $2,839+89.4% | $4,876+10.3% |
| Participant deferral / active EE | $6,120 | $3,972+54.1% | $3,609+69.6% | $5,439+12.5% |
| Admin fee / account holder | $67 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |