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 | $53,301 | $112,881-52.8% | $90,951-41.4% | $158,922-66.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.98% | 215.79%-197.8pp | 134.60%-116.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,462 | $2,893-49.5% | $2,122-31.1% | $4,761-69.3% |
| Participant deferral / active EE | $5,825 | $4,128+41.1% | $3,373+72.7% | $5,982-2.6% |
| Admin fee / account holder | $140 | $8,041-98.3% | $5,959-97.7% | $11,246-98.8% |