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 | $117,023 | $228,332-48.7% | $185,823-37.0% | $158,922-26.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 27.27% | 40.80%-13.5pp | 35.95%-8.7pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,001 | $4,967-79.8% | $4,087-75.5% | $4,761-79.0% |
| Participant deferral / active EE | $8,039 | $6,415+25.3% | $5,632+42.7% | $5,982+34.4% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |