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 3-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 | $14,334 | $74,888-80.9% | $71,209-79.9% | $142,382-89.9% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.1%+0.8pp |
| Annual return | 26.78% | 345.14%-318.4pp | 282.51%-255.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,748 | $2,854-38.8% | $2,721-35.8% | $4,299-59.3% |
| Participant deferral / active EE | $3,386 | $4,454-24.0% | $4,175-18.9% | $6,507-48.0% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |