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 | $92,394 | $226,064-59.1% | $182,532-49.4% | $152,861-39.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.16% | 192.51%-174.4pp | 148.54%-130.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $12,018 | $4,978+141.4% | $4,076+194.8% | $4,762+152.4% |
| Participant deferral / active EE | $12,500 | $6,368+96.3% | $5,524+126.3% | $5,850+113.7% |
| Admin fee / account holder | $62 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |