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 | $90,584 | $214,378-57.7% | $200,582-54.8% | $142,382-36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.44% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,889 | $6,841-43.2% | $6,419-39.4% | $4,299-9.5% |
| Participant deferral / active EE | $7,669 | $9,865-22.3% | $9,331-17.8% | $6,507+17.8% |
| Admin fee / account holder | $206 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |