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 | $36,152 | $124,281-70.9% | $109,143-66.9% | $167,490-78.4% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 36.59% | 26.04%+10.6pp | 25.75%+10.8pp | 478.56%-442.0pp |
| Employer contribution / active EE | $4,340 | $4,207+3.2% | $3,722+16.6% | $4,837-10.3% |
| Participant deferral / active EE | $3,418 | $5,255-35.0% | $4,653-26.6% | $6,341-46.1% |
| Admin fee / account holder | $174 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |