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 | $28,256 | $98,240-71.2% | $82,313-65.7% | $147,584-80.9% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 34.36% | 30.85%+3.5pp | 25.88%+8.5pp | 578.55%-544.2pp |
| Employer contribution / active EE | $1,837 | $3,192-42.5% | $2,428-24.4% | $4,876-62.3% |
| Participant deferral / active EE | $11,434 | $4,383+160.9% | $3,706+208.5% | $5,439+110.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |