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 8-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 | $32,171 | $175,202-81.6% | $149,673-78.5% | $139,434-76.9% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 18.56% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,246 | $5,474-22.4% | $4,818-11.9% | $4,751-10.6% |
| Participant deferral / active EE | $6,100 | $6,519-6.4% | $5,680+7.4% | $6,710-9.1% |
| Admin fee / account holder | $161 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |