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 | $87,396 | $115,770-24.5% | $101,248-13.7% | $158,922-45.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 27.21% | 56.14%-28.9pp | 46.47%-19.3pp | 302.83%-275.6pp |
| Employer contribution / active EE | $2,470 | $4,175-40.8% | $3,660-32.5% | $4,761-48.1% |
| Participant deferral / active EE | $4,973 | $4,957+0.3% | $4,370+13.8% | $5,982-16.9% |
| Admin fee / account holder | $6 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |