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 | $20,291 | $102,616-80.2% | $81,983-75.3% | $158,922-87.2% |
| Participation rate | 73.3% | 75.5%-2.2pp | 69.2%+4.1pp | 82.0%-8.6pp |
| Annual return | 16.28% | 61.04%-44.8pp | 41.31%-25.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,535 | $3,240-52.6% | $2,498-38.5% | $4,761-67.8% |
| Participant deferral / active EE | $3,633 | $4,648-21.8% | $3,722-2.4% | $5,982-39.3% |
| Admin fee / account holder | $190 | $8,235-97.7% | $5,664-96.6% | $11,246-98.3% |