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 | $54,014 | $198,466-72.8% | $170,442-68.3% | $147,584-63.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.90% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $7,067 | $6,184+14.3% | $5,433+30.1% | $4,876+44.9% |
| Participant deferral / active EE | $12,287 | $5,629+118.3% | $4,939+148.7% | $5,439+125.9% |
| Admin fee / account holder | $103 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |