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 5-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 | $42,487 | $111,754-62.0% | $103,333-58.9% | $145,922-70.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.44% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,014 | $4,212+42.8% | $3,868+55.5% | $4,660+29.1% |
| Participant deferral / active EE | $19,410 | $5,619+245.5% | $5,057+283.8% | $6,688+190.2% |
| Admin fee / account holder | $70 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |