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 3-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 | $19,750 | $159,602-87.6% | $150,045-86.8% | $142,382-86.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 30.01% | 70.24%-40.2pp | 62.55%-32.5pp | 217.08%-187.1pp |
| Employer contribution / active EE | $2,340 | $4,961-52.8% | $4,693-50.1% | $4,299-45.6% |
| Participant deferral / active EE | $4,987 | $8,310-40.0% | $7,997-37.6% | $6,507-23.4% |
| Admin fee / account holder | $243 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |