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 | $63,225 | $63,953-1.1% | $54,726+15.5% | $135,375-53.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 3.45% | -5.77%+9.2pp | -4.56%+8.0pp | 519.73%-516.3pp |
| Employer contribution / active EE | $4,251 | $4,256-0.1% | $3,449+23.2% | $4,779-11.1% |
| Participant deferral / active EE | $1,988 | $4,810-58.7% | $3,953-49.7% | $5,609-64.6% |
| Admin fee / account holder | $13 | $4,567-99.7% | $3,818-99.7% | $10,827-99.9% |