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 | $42,657 | $148,534-71.3% | $135,903-68.6% | $139,434-69.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.03% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,860 | $5,243-45.4% | $4,856-41.1% | $4,751-39.8% |
| Participant deferral / active EE | $8,902 | $8,100+9.9% | $7,758+14.7% | $6,710+32.7% |
| Admin fee / account holder | $232 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |