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 | $79,589 | $95,803-16.9% | $113,168-29.7% | $84,808-6.2% |
| Participation rate | 72.1% | 72.9%-0.8pp | 76.6%-4.5pp | 68.3%+3.8pp |
| Annual return | 13.14% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,074 | $2,360-54.5% | $2,975-63.9% | $2,631-59.2% |
| Participant deferral / active EE | $3,926 | $4,242-7.5% | $5,107-23.1% | $4,212-6.8% |
| Admin fee / account holder | $286 | $8,989-96.8% | $12,068-97.6% | $7,344-96.1% |