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 | $129,094 | $106,890+20.8% | $84,015+53.7% | $152,861-15.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 21.98% | 104.99%-83.0pp | 71.31%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,815 | $2,734-33.6% | $1,983-8.5% | $4,762-61.9% |
| Participant deferral / active EE | $12,771 | $4,011+218.4% | $3,239+294.3% | $5,850+118.3% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |