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 | $120,158 | $104,251+15.3% | $91,001+32.0% | $147,584-18.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.23% | 27.06%-15.8pp | 4.60%+6.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $5,953 | $3,116+91.1% | $2,456+142.4% | $4,876+22.1% |
| Participant deferral / active EE | $5,502 | $4,195+31.2% | $3,547+55.1% | $5,439+1.2% |
| Admin fee / account holder | $7 | $8,948-99.9% | $5,417-99.9% | $10,885-99.9% |