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 | $38,216 | $99,020-61.4% | $86,590-55.9% | $147,584-74.1% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 21.53% | 1312.34%-1290.8pp | 964.84%-943.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,258 | $3,132-59.8% | $2,839-55.7% | $4,876-74.2% |
| Participant deferral / active EE | $3,253 | $3,972-18.1% | $3,609-9.9% | $5,439-40.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |