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 | $21,001 | $103,949-79.8% | $69,182-69.6% | $273,961-92.3% |
| Participation rate | 95.0% | 67.4%+27.6pp | 55.1%+39.9pp | 83.0%+12.0pp |
| Annual return | 5.60% | 35.28%-29.7pp | -21.93%+27.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $773 | $1,783-56.7% | $1,206-36.0% | $4,869-84.1% |
| Participant deferral / active EE | $1,731 | $2,716-36.3% | $1,897-8.7% | $5,287-67.3% |
| Admin fee / account holder | $147 | $3,671-96.0% | $2,697-94.6% | $10,132-98.6% |