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 | $23,649 | $84,233-71.9% | $170,442-86.1% | $70,131-66.3% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 15.47% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,683 | $3,387-50.3% | $5,433-69.0% | $2,342-28.1% |
| Participant deferral / active EE | $3,668 | $3,086+18.9% | $4,939-25.7% | $3,332+10.1% |
| Admin fee / account holder | $41 | $5,698-99.3% | $13,880-99.7% | $4,645-99.1% |