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 | $39,373 | $69,207-43.1% | $64,056-38.5% | $139,434-71.8% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 22.14% | 45.88%-23.7pp | 33.69%-11.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,740 | $3,182-13.9% | $2,747-0.2% | $4,751-42.3% |
| Participant deferral / active EE | $5,728 | $4,682+22.3% | $3,880+47.6% | $6,710-14.6% |
| Admin fee / account holder | $18 | $4,244-99.6% | $3,068-99.4% | $11,403-99.8% |