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 4-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 | $19,257 | $80,717-76.1% | $154,803-87.6% | $84,808-77.3% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.6pp | 68.3%+20.3pp |
| Annual return | 26.45% | 37.96%-11.5pp | 58.88%-32.4pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,109 | $2,761-59.8% | $4,305-74.2% | $2,631-57.8% |
| Participant deferral / active EE | $3,111 | $3,303-5.8% | $5,540-43.8% | $4,212-26.1% |
| Admin fee / account holder | $54 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |