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 | $134,914 | $121,625+10.9% | $104,607+29.0% | $158,922-15.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.05% | 465.26%-446.2pp | 340.46%-321.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,326 | $3,163-26.5% | $2,681-13.2% | $4,761-51.1% |
| Participant deferral / active EE | $6,400 | $4,177+53.2% | $3,740+71.1% | $5,982+7.0% |
| Admin fee / account holder | $50 | $7,787-99.4% | $6,473-99.2% | $11,246-99.6% |