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 | $39,254 | $162,781-75.9% | $133,956-70.7% | $158,922-75.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.99% | 41.94%-31.0pp | 45.09%-34.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $5,556 | $4,975+11.7% | $3,919+41.8% | $4,761+16.7% |
| Participant deferral / active EE | $5,276 | $5,911-10.7% | $5,048+4.5% | $5,982-11.8% |
| Admin fee / account holder | $273 | $11,736-97.7% | $8,927-96.9% | $11,246-97.6% |