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 | $91,916 | $90,503+1.6% | $78,689+16.8% | $273,961-66.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $676 | $3,176-78.7% | $2,851-76.3% | $4,869-86.1% |
| Participant deferral / active EE | $827 | $3,901-78.8% | $3,517-76.5% | $5,287-84.4% |
| Admin fee / account holder | $244 | $5,263-95.4% | $4,510-94.6% | $10,132-97.6% |