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 7-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 | $65,336 | $106,584-38.7% | $101,326-35.5% | $142,382-54.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 22.43% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $6,620 | $3,956+67.4% | $3,665+80.6% | $4,299+54.0% |
| Participant deferral / active EE | $6,299 | $8,297-24.1% | $7,994-21.2% | $6,507-3.2% |
| Admin fee / account holder | $82 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |