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 | $43,220 | $24,730+74.8% | $66,042-34.6% | $84,808-49.0% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 68.3%+15.0pp |
| Annual return | 20.27% | 79.55%-59.3pp | 52.11%-31.8pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,358 | $857+58.5% | $1,579-14.0% | $2,631-48.4% |
| Participant deferral / active EE | $6,225 | $1,737+258.4% | $2,835+119.6% | $4,212+47.8% |
| Admin fee / account holder | $143 | $3,014-95.2% | $5,747-97.5% | $7,344-98.1% |