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 | $42,706 | $96,484-55.7% | $75,886-43.7% | $152,861-72.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.44% | 33.98%-9.5pp | 30.76%-6.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,268 | $3,309-61.7% | $2,500-49.3% | $4,762-73.4% |
| Participant deferral / active EE | $6,245 | $4,553+37.2% | $3,603+73.3% | $5,850+6.8% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |