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 | $70,714 | $152,587-53.7% | $125,175-43.5% | $152,861-53.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.41% | 54.84%-29.4pp | 43.79%-18.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $5,025 | $4,946+1.6% | $3,865+30.0% | $4,762+5.5% |
| Participant deferral / active EE | $20,713 | $5,868+253.0% | $4,937+319.6% | $5,850+254.1% |
| Admin fee / account holder | $123 | $13,434-99.1% | $9,702-98.7% | $11,596-98.9% |