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 | $48,426 | $181,894-73.4% | $156,549-69.1% | $273,961-82.3% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 12.06% | 30.74%-18.7pp | 32.23%-20.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $2,577 | $6,248-58.7% | $5,501-53.1% | $4,869-47.1% |
| Participant deferral / active EE | $4,175 | $5,550-24.8% | $4,871-14.3% | $5,287-21.0% |
| Admin fee / account holder | $18 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |