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 | $36,330 | $115,770-68.6% | $101,248-64.1% | $158,922-77.1% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 14.40% | 56.14%-41.7pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,574 | $4,175-62.3% | $3,660-57.0% | $4,761-66.9% |
| Participant deferral / active EE | $2,179 | $4,957-56.0% | $4,370-50.1% | $5,982-63.6% |
| Admin fee / account holder | $225 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |