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 | $91,860 | $96,635-4.9% | $86,612+6.1% | $139,434-34.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 20.39% | 106.41%-86.0pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,592 | $3,263-20.6% | $3,022-14.2% | $4,751-45.4% |
| Participant deferral / active EE | $7,055 | $4,836+45.9% | $4,438+59.0% | $6,710+5.1% |
| Admin fee / account holder | $3 | $6,408-100.0% | $5,614-99.9% | $11,403-100.0% |