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 | $68,016 | $104,974-35.2% | $95,585-28.8% | $142,382-52.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.25% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,891 | $2,779+112.0% | $2,527+133.2% | $4,299+37.0% |
| Participant deferral / active EE | $3,001 | $4,352-31.1% | $4,023-25.4% | $6,507-53.9% |
| Admin fee / account holder | $158 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |