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 | $67,580 | $46,869+44.2% | $122,332-44.8% | $70,131-3.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.18% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,409 | $1,288+164.7% | $4,050-15.8% | $2,342+45.5% |
| Participant deferral / active EE | $1,974 | $2,166-8.9% | $3,287-39.9% | $3,332-40.8% |
| Admin fee / account holder | $256 | $3,322-92.3% | $5,478-95.3% | $4,645-94.5% |