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 | $62,345 | $162,781-61.7% | $133,956-53.5% | $158,922-60.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 8.82% | 41.94%-33.1pp | 45.09%-36.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,966 | $4,975-60.5% | $3,919-49.8% | $4,761-58.7% |
| Participant deferral / active EE | $5,086 | $5,911-14.0% | $5,048+0.8% | $5,982-15.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |