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 9-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 | $51,942 | $105,998-51.0% | $92,233-43.7% | $147,584-64.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.93% | 50.05%-24.1pp | 176.28%-150.3pp | 578.55%-552.6pp |
| Employer contribution / active EE | $20,096 | $4,333+363.8% | $3,679+446.2% | $4,876+312.1% |
| Participant deferral / active EE | $13,250 | $4,478+195.9% | $3,897+240.0% | $5,439+143.6% |
| Admin fee / account holder | $102 | $6,332-98.4% | $5,194-98.0% | $10,885-99.1% |