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 | $98,157 | $98,750-0.6% | $149,696-34.4% | $79,858+22.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.30% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,574 | $3,216+11.1% | $4,644-23.0% | $2,471+44.7% |
| Participant deferral / active EE | $3,797 | $5,680-33.2% | $6,842-44.5% | $3,740+1.5% |
| Admin fee / account holder | $180 | $6,053-97.0% | $9,309-98.1% | $5,306-96.6% |