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 | $34,263 | $93,571-63.4% | $135,903-74.8% | $75,163-54.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,075 | $3,537-69.6% | $4,856-77.9% | $2,670-59.7% |
| Participant deferral / active EE | $4,303 | $6,404-32.8% | $7,758-44.5% | $4,125+4.3% |
| Admin fee / account holder | $47 | $6,975-99.3% | $10,762-99.6% | $5,651-99.2% |