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 | $23,239 | $96,635-76.0% | $86,612-73.2% | $139,434-83.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.88% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $988 | $3,263-69.7% | $3,022-67.3% | $4,751-79.2% |
| Participant deferral / active EE | $1,475 | $4,836-69.5% | $4,438-66.8% | $6,710-78.0% |
| Admin fee / account holder | $201 | $6,408-96.9% | $5,614-96.4% | $11,403-98.2% |