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 3-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 | $45,481 | $159,602-71.5% | $150,045-69.7% | $142,382-68.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 24.76% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $3,678 | $4,961-25.8% | $4,693-21.6% | $4,299-14.4% |
| Participant deferral / active EE | $9,826 | $8,310+18.2% | $7,997+22.9% | $6,507+51.0% |
| Admin fee / account holder | $293 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |