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 | $24,374 | $226,064-89.2% | $182,532-86.6% | $152,861-84.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 22.41% | 192.51%-170.1pp | 148.54%-126.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,204 | $4,978-55.7% | $4,076-45.9% | $4,762-53.7% |
| Participant deferral / active EE | $5,448 | $6,368-14.5% | $5,524-1.4% | $5,850-6.9% |
| Admin fee / account holder | $210 | $10,703-98.0% | $8,592-97.6% | $11,596-98.2% |