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 | $29,255 | $165,335-82.3% | $149,696-80.5% | $158,922-81.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 26.05% | 348.15%-322.1pp | 276.60%-250.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,109 | $5,103-58.7% | $4,644-54.6% | $4,761-55.7% |
| Participant deferral / active EE | $5,956 | $7,181-17.1% | $6,842-12.9% | $5,982-0.4% |
| Admin fee / account holder | $201 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |