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 | $77,799 | $99,652-21.9% | $78,778-1.2% | $147,584-47.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 9.35% | 47.28%-37.9pp | 35.62%-26.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,332 | $2,796-52.4% | $1,986-32.9% | $4,876-72.7% |
| Participant deferral / active EE | $1,665 | $3,664-54.6% | $2,958-43.7% | $5,439-69.4% |
| Admin fee / account holder | $180 | $7,155-97.5% | $5,134-96.5% | $10,885-98.3% |