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 3-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 | $117,441 | $158,398-25.9% | $126,539-7.2% | $142,382-17.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.38% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,875 | $4,650-59.7% | $3,674-49.0% | $4,299-56.4% |
| Participant deferral / active EE | $12,465 | $4,767+161.5% | $4,083+205.3% | $6,507+91.6% |
| Admin fee / account holder | $13 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |