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 | $67,159 | $107,334-37.4% | $92,893-27.7% | $152,861-56.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 41.26% | 145.58%-104.3pp | 109.41%-68.2pp | 345.32%-304.1pp |
| Employer contribution / active EE | $2,698 | $4,221-36.1% | $3,653-26.1% | $4,762-43.3% |
| Participant deferral / active EE | $4,905 | $4,845+1.2% | $4,236+15.8% | $5,850-16.2% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |