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 | $19,815 | $48,046-58.8% | $84,611-76.6% | $72,985-72.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.56% | 37.38%-16.8pp | 258.74%-238.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,473 | $1,602-8.0% | $2,652-44.4% | $2,440-39.6% |
| Participant deferral / active EE | $2,003 | $2,680-25.3% | $3,899-48.6% | $3,607-44.5% |
| Admin fee / account holder | $163 | $3,395-95.2% | $4,912-96.7% | $5,124-96.8% |