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 7-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 | $43,553 | $114,381-61.9% | $107,525-59.5% | $142,382-69.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 16.61% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,132 | $4,015-71.8% | $3,754-69.8% | $4,299-73.7% |
| Participant deferral / active EE | $5,172 | $5,564-7.1% | $5,116+1.1% | $6,507-20.5% |
| Admin fee / account holder | $243 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |