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 | $26,580 | $49,922-46.8% | $80,569-67.0% | $75,163-64.6% |
| Participation rate | 93.3% | 55.3%+38.0pp | 67.0%+26.3pp | 67.2%+26.1pp |
| Annual return | 20.70% | 34.69%-14.0pp | 935.43%-914.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,403 | $1,698+41.5% | $2,723-11.8% | $2,670-10.0% |
| Participant deferral / active EE | $4,788 | $2,990+60.1% | $4,447+7.7% | $4,125+16.1% |
| Admin fee / account holder | $200 | $3,577-94.4% | $5,377-96.3% | $5,651-96.5% |