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 7-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 | $19,092 | $126,574-84.9% | $106,213-82.0% | $145,922-86.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 224.79%-209.5pp | 116.14%-100.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,610 | $3,730-56.8% | $3,171-49.2% | $4,660-65.4% |
| Participant deferral / active EE | $7,281 | $5,724+27.2% | $5,016+45.1% | $6,688+8.9% |
| Admin fee / account holder | $104 | $17,304-99.4% | $11,033-99.1% | $13,397-99.2% |