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 5-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 | $36,239 | $114,381-68.3% | $107,525-66.3% | $142,382-74.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.44% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,975 | $4,015-25.9% | $3,754-20.7% | $4,299-30.8% |
| Participant deferral / active EE | $5,992 | $5,564+7.7% | $5,116+17.1% | $6,507-7.9% |
| Admin fee / account holder | $16 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |