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 | $92,032 | $176,812-47.9% | $146,665-37.2% | $167,490-45.1% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 17.73% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,866 | $5,160-44.5% | $4,136-30.7% | $4,837-40.8% |
| Participant deferral / active EE | $3,849 | $6,440-40.2% | $5,506-30.1% | $6,341-39.3% |
| Admin fee / account holder | $185 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |