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 | $8,525 | $25,972-67.2% | - | $72,985-88.3% |
| Participation rate | 93.2% | 52.8%+40.4pp | - | 69.5%+23.7pp |
| Annual return | 21.87% | 20.47%+1.4pp | - | 81.00%-59.1pp |
| Employer contribution / active EE | $550 | $2,171-74.7% | - | $2,440-77.5% |
| Participant deferral / active EE | $1,721 | $2,560-32.8% | - | $3,607-52.3% |
| Admin fee / account holder | $36 | $2,104-98.3% | - | $5,124-99.3% |