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 | $45,062 | $70,756-36.3% | $65,493-31.2% | $142,382-68.4% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 16.42% | 1754.89%-1738.5pp | 982.45%-966.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,610 | $2,881-9.4% | $2,574+1.4% | $4,299-39.3% |
| Participant deferral / active EE | $4,047 | $4,637-12.7% | $3,961+2.2% | $6,507-37.8% |
| Admin fee / account holder | $173 | $6,559-97.4% | $5,028-96.6% | $12,624-98.6% |