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 | $119,206 | $74,888+59.2% | $71,209+67.4% | $142,382-16.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.07% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,821 | $2,854-1.2% | $2,721+3.7% | $4,299-34.4% |
| Participant deferral / active EE | $5,902 | $4,454+32.5% | $4,175+41.4% | $6,507-9.3% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.6% | $12,624-99.9% |