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 | $64,051 | $180,028-64.4% | $138,135-53.6% | $158,922-59.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 8.34% | 21.68%-13.3pp | 20.51%-12.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $4,849 | $7,470-35.1% | $5,587-13.2% | $4,761+1.9% |
| Participant deferral / active EE | $7,000 | $7,717-9.3% | $6,431+8.8% | $5,982+17.0% |
| Admin fee / account holder | $81 | $17,912-99.6% | $11,856-99.3% | $11,246-99.3% |