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 9-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 | $54,658 | $154,117-64.5% | $129,995-58.0% | $139,434-60.8% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 20.88% | 32.48%-11.6pp | -137.18%+158.1pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,574 | $5,289-51.3% | $4,320-40.4% | $4,751-45.8% |
| Participant deferral / active EE | $6,808 | $6,710+1.5% | $5,820+17.0% | $6,710+1.5% |
| Admin fee / account holder | $56 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |