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 | $81,862 | $100,852-18.8% | $90,404-9.4% | $158,922-48.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 11.60% | 1724.20%-1712.6pp | 1293.02%-1281.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,657 | $3,689-28.0% | $3,262-18.5% | $4,761-44.2% |
| Participant deferral / active EE | $3,017 | $4,348-30.6% | $3,963-23.9% | $5,982-49.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |