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 | $79,139 | $105,859-25.2% | $90,160-12.2% | $147,584-46.4% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 16.49% | 37.63%-21.1pp | 34.88%-18.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $950 | $4,126-77.0% | $3,318-71.4% | $4,876-80.5% |
| Participant deferral / active EE | $3,116 | $5,733-45.7% | $5,288-41.1% | $5,439-42.7% |
| Admin fee / account holder | $262 | $8,046-96.7% | $5,943-95.6% | $10,885-97.6% |