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 | $35,033 | $228,332-84.7% | $185,823-81.1% | $158,922-78.0% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 16.76% | 40.80%-24.0pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,143 | $4,967-56.8% | $4,087-47.6% | $4,761-55.0% |
| Participant deferral / active EE | $5,867 | $6,415-8.5% | $5,632+4.2% | $5,982-1.9% |
| Admin fee / account holder | $76 | $11,864-99.4% | $9,500-99.2% | $11,246-99.3% |