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 | $41,436 | $198,466-79.1% | $170,442-75.7% | $147,584-71.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.59% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $4,175 | $6,184-32.5% | $5,433-23.2% | $4,876-14.4% |
| Participant deferral / active EE | $9,463 | $5,629+68.1% | $4,939+91.6% | $5,439+74.0% |
| Admin fee / account holder | $195 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |