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 | $37,372 | $124,319-69.9% | $111,297-66.4% | $167,490-77.7% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 16.13% | 37.44%-21.3pp | 54.65%-38.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,067 | $3,435-39.8% | $2,731-24.3% | $4,837-57.3% |
| Participant deferral / active EE | $6,571 | $5,180+26.8% | $4,487+46.4% | $6,341+3.6% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |