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 9-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 | $48,386 | $65,365-26.0% | $92,893-47.9% | $72,985-33.7% |
| Participation rate | 84.0% | 68.3%+15.7pp | 76.0%+8.0pp | 69.5%+14.5pp |
| Annual return | 20.64% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,700 | $2,594+42.6% | $3,653+1.3% | $2,440+51.6% |
| Participant deferral / active EE | $3,552 | $3,128+13.5% | $4,236-16.1% | $3,607-1.5% |
| Admin fee / account holder | $96 | $4,251-97.7% | $5,794-98.3% | $5,124-98.1% |