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 | $59,525 | $88,751-32.9% | $81,812-27.2% | $145,922-59.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.49% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,914 | $3,083+26.9% | $2,912+34.4% | $4,660-16.0% |
| Participant deferral / active EE | $12,448 | $4,643+168.1% | $4,319+188.2% | $6,688+86.1% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |