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 | $19,460 | $63,346-69.3% | $92,233-78.9% | $70,131-72.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.80% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,922 | $2,471-22.2% | $3,679-47.8% | $2,342-17.9% |
| Participant deferral / active EE | $2,449 | $2,854-14.2% | $3,897-37.2% | $3,332-26.5% |
| Admin fee / account holder | $200 | $3,840-94.8% | $5,194-96.1% | $4,645-95.7% |