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 | $9,864 | $54,705-82.0% | $71,209-86.1% | $84,808-88.4% |
| Participation rate | 72.4% | 64.1%+8.3pp | 73.8%-1.4pp | 68.3%+4.1pp |
| Annual return | 23.21% | 35.90%-12.7pp | 282.51%-259.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,573 | $2,158+19.2% | $2,721-5.4% | $2,631-2.2% |
| Participant deferral / active EE | $1,190 | $3,030-60.7% | $4,175-71.5% | $4,212-71.8% |
| Admin fee / account holder | $4 | $4,863-99.9% | $5,349-99.9% | $7,344-99.9% |