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 | $34,688 | $109,881-68.4% | $150,045-76.9% | $84,808-59.1% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 22.79% | 28.25%-5.5pp | 62.55%-39.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,389 | $3,561-61.0% | $4,693-70.4% | $2,631-47.2% |
| Participant deferral / active EE | $5,219 | $6,636-21.4% | $7,997-34.7% | $4,212+23.9% |
| Admin fee / account holder | $125 | $8,568-98.5% | $13,435-99.1% | $7,344-98.3% |