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 | $73,903 | $181,894-59.4% | $156,549-52.8% | $273,961-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.58% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $9,414 | $6,248+50.7% | $5,501+71.1% | $4,869+93.4% |
| Participant deferral / active EE | $3,920 | $5,550-29.4% | $4,871-19.5% | $5,287-25.9% |
| Admin fee / account holder | $169 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |