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 | $37,979 | $165,335-77.0% | $149,696-74.6% | $158,922-76.1% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 9.05% | 348.15%-339.1pp | 276.60%-267.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,991 | $5,103-41.4% | $4,644-35.6% | $4,761-37.2% |
| Participant deferral / active EE | $4,834 | $7,181-32.7% | $6,842-29.3% | $5,982-19.2% |
| Admin fee / account holder | $230 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |