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 | $22,143 | $39,122-43.4% | $57,179-61.3% | $62,891-64.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 18.39% | 9.23%+9.2pp | 14.59%+3.8pp | 20.14%-1.8pp |
| Employer contribution / active EE | $8,368 | $1,874+346.5% | $2,682+212.0% | $2,281+266.9% |
| Participant deferral / active EE | $10,647 | $2,374+348.5% | $3,096+243.9% | $3,203+232.4% |
| Admin fee / account holder | $74 | $2,592-97.2% | $3,139-97.6% | $4,296-98.3% |