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 | $34,944 | $198,466-82.4% | $170,442-79.5% | $147,584-76.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 38.10% | 257.29%-219.2pp | 205.93%-167.8pp | 578.55%-540.4pp |
| Employer contribution / active EE | $12,993 | $6,184+110.1% | $5,433+139.2% | $4,876+166.4% |
| Participant deferral / active EE | $9,320 | $5,629+65.6% | $4,939+88.7% | $5,439+71.4% |
| Admin fee / account holder | $68 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |