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 | $44,468 | $107,334-58.6% | $92,893-52.1% | $152,861-70.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 18.55% | 145.58%-127.0pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,097 | $4,221-74.0% | $3,653-70.0% | $4,762-77.0% |
| Participant deferral / active EE | $2,688 | $4,845-44.5% | $4,236-36.5% | $5,850-54.0% |
| Admin fee / account holder | $16 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |