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 | $71,887 | $53,127+35.3% | $86,590-17.0% | $70,131+2.5% |
| Participation rate | 81.5% | 65.3%+16.2pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 14.79% | 27.66%-12.9pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,271 | $2,068-38.5% | $2,839-55.2% | $2,342-45.7% |
| Participant deferral / active EE | $3,731 | $2,696+38.4% | $3,609+3.4% | $3,332+12.0% |
| Admin fee / account holder | $143 | $3,585-96.0% | $4,906-97.1% | $4,645-96.9% |