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 | $35,800 | $176,056-79.7% | $159,436-77.5% | $167,490-78.6% |
| Participation rate | 70.8% | 84.9%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 17.29% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,628 | $5,297-50.4% | $4,829-45.6% | $4,837-45.7% |
| Participant deferral / active EE | $5,311 | $7,750-31.5% | $7,352-27.8% | $6,341-16.3% |
| Admin fee / account holder | $208 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |