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 7-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 | $39,596 | $117,841-66.4% | $102,423-61.3% | $145,922-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.01% | 31.65%-10.6pp | 29.32%-8.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,856 | $3,615+6.7% | $3,023+27.5% | $4,660-17.2% |
| Participant deferral / active EE | $5,059 | $5,731-11.7% | $5,053+0.1% | $6,688-24.4% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |