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 | $65,835 | $176,056-62.6% | $159,436-58.7% | $167,490-60.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.01% | 331.75%-314.7pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $8,895 | $5,297+67.9% | $4,829+84.2% | $4,837+83.9% |
| Participant deferral / active EE | $5,230 | $7,750-32.5% | $7,352-28.9% | $6,341-17.5% |
| Admin fee / account holder | $51 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |