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 7-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 | $61,991 | $100,852-38.5% | $90,404-31.4% | $158,922-61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1506.64% | 1724.20%-217.6pp | 1293.02%+213.6pp | 302.83%+1203.8pp |
| Employer contribution / active EE | $625 | $3,689-83.1% | $3,262-80.8% | $4,761-86.9% |
| Participant deferral / active EE | $6,837 | $4,348+57.2% | $3,963+72.5% | $5,982+14.3% |
| Admin fee / account holder | $144 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |