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 5-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 | $48,721 | $159,602-69.5% | $150,045-67.5% | $142,382-65.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 18.02% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,189 | $4,961-15.5% | $4,693-10.7% | $4,299-2.6% |
| Participant deferral / active EE | $6,583 | $8,310-20.8% | $7,997-17.7% | $6,507+1.2% |
| Admin fee / account holder | $288 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |