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 | $34,182 | $107,334-68.2% | $92,893-63.2% | $152,861-77.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 22.81% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,454 | $4,221-41.9% | $3,653-32.8% | $4,762-48.5% |
| Participant deferral / active EE | $4,794 | $4,845-1.0% | $4,236+13.2% | $5,850-18.0% |
| Admin fee / account holder | $183 | $7,079-97.4% | $5,794-96.8% | $11,596-98.4% |