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 4-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 | $52,281 | $100,773-48.1% | $88,946-41.2% | $142,382-63.3% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 22.49% | 70.18%-47.7pp | 57.82%-35.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $650 | $2,918-77.7% | $2,555-74.6% | $4,299-84.9% |
| Participant deferral / active EE | $6,898 | $5,230+31.9% | $4,581+50.6% | $6,507+6.0% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |