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 8-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 | $18,572 | $104,907-82.3% | $84,611-78.1% | $152,861-87.9% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 28.95% | 373.79%-344.8pp | 258.74%-229.8pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,284 | $3,302-61.1% | $2,652-51.6% | $4,762-73.0% |
| Participant deferral / active EE | $5,280 | $4,688+12.6% | $3,899+35.4% | $5,850-9.8% |
| Admin fee / account holder | $59 | $6,241-99.0% | $4,912-98.8% | $11,596-99.5% |