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 | $151,978 | $115,770+31.3% | $101,248+50.1% | $158,922-4.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.32% | 56.14%-37.8pp | 46.47%-28.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,891 | $4,175-54.7% | $3,660-48.3% | $4,761-60.3% |
| Participant deferral / active EE | $4,477 | $4,957-9.7% | $4,370+2.4% | $5,982-25.2% |
| Admin fee / account holder | $176 | $7,245-97.6% | $5,945-97.0% | $11,246-98.4% |