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 | $41,112 | $71,809-42.7% | $61,048-32.7% | $152,861-73.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 27.27% | 29.74%-2.5pp | 26.18%+1.1pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,201 | $4,545-51.6% | $3,716-40.8% | $4,762-53.8% |
| Participant deferral / active EE | $7,465 | $5,467+36.5% | $4,470+67.0% | $5,850+27.6% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |