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 | $36,884 | $93,346-60.5% | $71,796-48.6% | $273,961-86.5% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.1%+25.9pp | 83.0%+12.0pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,542 | $2,733-43.6% | $1,924-19.9% | $4,869-68.3% |
| Participant deferral / active EE | $2,106 | $3,475-39.4% | $2,794-24.6% | $5,287-60.2% |
| Admin fee / account holder | $249 | $6,571-96.2% | $4,815-94.8% | $10,132-97.5% |