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 6-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 | $37,408 | $81,248-54.0% | $155,509-75.9% | $80,856-53.7% |
| Participation rate | 80.3% | 66.2%+14.1pp | 78.2%+2.1pp | 67.6%+12.7pp |
| Annual return | 16.52% | 33.31%-16.8pp | 64.67%-48.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,085 | $3,100-32.8% | $4,672-55.4% | $2,755-24.3% |
| Participant deferral / active EE | $3,906 | $3,452+13.2% | $5,626-30.6% | $4,296-9.1% |
| Admin fee / account holder | $287 | $7,997-96.4% | $15,912-98.2% | $6,918-95.8% |