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 | $65,484 | $108,919-39.9% | $100,391-34.8% | $145,922-55.1% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 13.79% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,245 | $4,419-71.8% | $3,942-68.4% | $4,660-73.3% |
| Participant deferral / active EE | $2,302 | $8,445-72.7% | $8,082-71.5% | $6,688-65.6% |
| Admin fee / account holder | $24 | $9,689-99.8% | $7,899-99.7% | $13,397-99.8% |