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 | $23,058 | $99,020-76.7% | $86,590-73.4% | $147,584-84.4% |
| Participation rate | 77.3% | 76.3%+0.9pp | 73.5%+3.7pp | 82.8%-5.6pp |
| Annual return | 19.89% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.7pp |
| Employer contribution / active EE | $759 | $3,132-75.8% | $2,839-73.3% | $4,876-84.4% |
| Participant deferral / active EE | $1,926 | $3,972-51.5% | $3,609-46.6% | $5,439-64.6% |
| Admin fee / account holder | $82 | $5,710-98.6% | $4,906-98.3% | $10,885-99.2% |