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 | $77,576 | $103,376-25.0% | $87,100-10.9% | $152,861-49.3% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 17.76% | 28.10%-10.3pp | 28.19%-10.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $866 | $3,220-73.1% | $2,521-65.6% | $4,762-81.8% |
| Participant deferral / active EE | $2,257 | $4,778-52.8% | $4,049-44.2% | $5,850-61.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |