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 10-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 | $55,756 | $202,318-72.4% | $172,739-67.7% | $152,861-63.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.26% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,624 | $5,856-55.2% | $5,143-49.0% | $4,762-44.9% |
| Participant deferral / active EE | $5,973 | $5,948+0.4% | $5,198+14.9% | $5,850+2.1% |
| Admin fee / account holder | $270 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |