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 | $103,299 | $106,890-3.4% | $84,015+23.0% | $152,861-32.4% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 25.20% | 104.99%-79.8pp | 71.31%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,002 | $2,734-63.4% | $1,983-49.5% | $4,762-79.0% |
| Participant deferral / active EE | $4,801 | $4,011+19.7% | $3,239+48.2% | $5,850-17.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |