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 | $85,513 | $118,849-28.0% | $96,562-11.4% | $167,490-48.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.71% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,302 | $3,120-26.2% | $2,356-2.3% | $4,837-52.4% |
| Participant deferral / active EE | $6,200 | $4,616+34.3% | $3,849+61.1% | $6,341-2.2% |
| Admin fee / account holder | $156 | $8,065-98.1% | $6,181-97.5% | $12,309-98.7% |