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 | $66,622 | $177,572-62.5% | $154,803-57.0% | $142,382-53.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 20.14% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,284 | $4,810-52.5% | $4,305-47.0% | $4,299-46.9% |
| Participant deferral / active EE | $3,256 | $6,272-48.1% | $5,540-41.2% | $6,507-50.0% |
| Admin fee / account holder | $99 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |