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 | $120,900 | $198,466-39.1% | $170,442-29.1% | $147,584-18.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.50% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,008 | $6,184-67.5% | $5,433-63.0% | $4,876-58.8% |
| Participant deferral / active EE | $3,732 | $5,629-33.7% | $4,939-24.4% | $5,439-31.4% |
| Admin fee / account holder | $192 | $16,852-98.9% | $13,880-98.6% | $10,885-98.2% |