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 | $63,264 | $106,890-40.8% | $84,015-24.7% | $152,861-58.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.42% | 104.99%-80.6pp | 71.31%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,500 | $2,734-45.1% | $1,983-24.4% | $4,762-68.5% |
| Participant deferral / active EE | $1,157 | $4,011-71.2% | $3,239-64.3% | $5,850-80.2% |
| Admin fee / account holder | $41 | $8,285-99.5% | $6,101-99.3% | $11,596-99.6% |