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 | $70,201 | $112,096-37.4% | $95,952-26.8% | $158,922-55.8% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 19.08% | 171.09%-152.0pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $688 | $3,198-78.5% | $2,541-72.9% | $4,761-85.5% |
| Participant deferral / active EE | $3,968 | $4,784-17.1% | $4,167-4.8% | $5,982-33.7% |
| Admin fee / account holder | $79 | $10,130-99.2% | $6,795-98.8% | $11,246-99.3% |