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 | $64,129 | $54,705+17.2% | $71,209-9.9% | $84,808-24.4% |
| Participation rate | 85.0% | 64.1%+20.9pp | 73.8%+11.2pp | 68.3%+16.7pp |
| Annual return | 16.01% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $343 | $2,158-84.1% | $2,721-87.4% | $2,631-87.0% |
| Participant deferral / active EE | $5,584 | $3,030+84.3% | $4,175+33.7% | $4,212+32.6% |
| Admin fee / account holder | $198 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |