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 | $39,043 | $106,890-63.5% | $84,015-53.5% | $152,861-74.5% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 29.51% | 104.99%-75.5pp | 71.31%-41.8pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,405 | $2,734-48.6% | $1,983-29.2% | $4,762-70.5% |
| Participant deferral / active EE | $2,542 | $4,011-36.6% | $3,239-21.5% | $5,850-56.6% |
| Admin fee / account holder | $58 | $8,285-99.3% | $6,101-99.1% | $11,596-99.5% |