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 | $65,077 | $104,907-38.0% | $84,611-23.1% | $152,861-57.4% |
| Participation rate | 78.9% | 74.8%+4.1pp | 68.2%+10.7pp | 82.4%-3.5pp |
| Annual return | 19.08% | 373.79%-354.7pp | 258.74%-239.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,865 | $3,302-13.2% | $2,652+8.0% | $4,762-39.8% |
| Participant deferral / active EE | $4,702 | $4,688+0.3% | $3,899+20.6% | $5,850-19.6% |
| Admin fee / account holder | $13 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |