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 8-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 | $30,351 | $107,934-71.9% | $91,989-67.0% | $152,861-80.1% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 30.02% | 89.24%-59.2pp | 69.02%-39.0pp | 345.32%-315.3pp |
| Employer contribution / active EE | $3,845 | $4,210-8.7% | $3,452+11.4% | $4,762-19.3% |
| Participant deferral / active EE | $10,259 | $6,364+61.2% | $5,923+73.2% | $5,850+75.4% |
| Admin fee / account holder | $10 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |