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 | $24,830 | $52,580-52.8% | $71,671-65.4% | $70,131-64.6% |
| Participation rate | 78.6% | 60.9%+17.7pp | 68.7%+9.8pp | 69.5%+9.0pp |
| Annual return | 14.53% | 20.25%-5.7pp | 20.65%-6.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,322 | $1,616-18.2% | $2,460-46.3% | $2,342-43.6% |
| Participant deferral / active EE | $1,985 | $2,386-16.8% | $3,438-42.2% | $3,332-40.4% |
| Admin fee / account holder | $299 | $3,653-91.8% | $5,558-94.6% | $4,645-93.6% |