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 8-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 | $35,102 | $111,754-68.6% | $103,333-66.0% | $145,922-75.9% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 33.96% | 24.77%+9.2pp | 24.88%+9.1pp | 561.29%-527.3pp |
| Employer contribution / active EE | $2,314 | $4,212-45.1% | $3,868-40.2% | $4,660-50.3% |
| Participant deferral / active EE | $5,740 | $5,619+2.2% | $5,057+13.5% | $6,688-14.2% |
| Admin fee / account holder | $128 | $9,750-98.7% | $8,355-98.5% | $13,397-99.0% |