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 5-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 | $20,949 | $100,773-79.2% | $88,946-76.4% | $142,382-85.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.73% | 70.18%-49.4pp | 57.82%-37.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,289 | $2,918-21.5% | $2,555-10.4% | $4,299-46.8% |
| Participant deferral / active EE | $5,331 | $5,230+1.9% | $4,581+16.4% | $6,507-18.1% |
| Admin fee / account holder | $70 | $9,693-99.3% | $8,261-99.2% | $12,624-99.4% |