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 9-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 | $65,952 | $114,381-42.3% | $107,525-38.7% | $142,382-53.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.56% | 242.71%-223.1pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,683 | $4,015-33.2% | $3,754-28.5% | $4,299-37.6% |
| Participant deferral / active EE | $7,151 | $5,564+28.5% | $5,116+39.8% | $6,507+9.9% |
| Admin fee / account holder | $286 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |