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 | $53,624 | $165,335-67.6% | $149,696-64.2% | $158,922-66.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 37.51% | 348.15%-310.6pp | 276.60%-239.1pp | 302.83%-265.3pp |
| Employer contribution / active EE | $3,046 | $5,103-40.3% | $4,644-34.4% | $4,761-36.0% |
| Participant deferral / active EE | $8,986 | $7,181+25.1% | $6,842+31.3% | $5,982+50.2% |
| Admin fee / account holder | $260 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |