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 3-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 | $34,634 | $109,881-68.5% | $150,045-76.9% | $84,808-59.2% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 20.71% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,927 | $3,561-45.9% | $4,693-58.9% | $2,631-26.8% |
| Participant deferral / active EE | $4,651 | $6,636-29.9% | $7,997-41.8% | $4,212+10.4% |
| Admin fee / account holder | $122 | $8,568-98.6% | $13,435-99.1% | $7,344-98.3% |