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 | $37,810 | $99,985-62.2% | $146,665-74.2% | $85,850-56.0% |
| Participation rate | 74.2% | 73.1%+1.1pp | 80.1%-5.9pp | 69.3%+4.9pp |
| Annual return | 12.43% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,625 | $2,559-36.5% | $4,136-60.7% | $2,565-36.7% |
| Participant deferral / active EE | $2,909 | $4,006-27.4% | $5,506-47.2% | $3,952-26.4% |
| Admin fee / account holder | $3 | $7,702-100.0% | $10,280-100.0% | $6,260-99.9% |