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 | $95,166 | $118,849-19.9% | $96,562-1.4% | $167,490-43.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 50.49%-37.2pp | 37.78%-24.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,139 | $3,120+96.8% | $2,356+160.5% | $4,837+26.9% |
| Participant deferral / active EE | $4,885 | $4,616+5.8% | $3,849+26.9% | $6,341-23.0% |
| Admin fee / account holder | $134 | $8,065-98.3% | $6,181-97.8% | $12,309-98.9% |