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 | $65,986 | $158,398-58.3% | $126,539-47.9% | $142,382-53.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 18.02% | 593.76%-575.7pp | 425.95%-407.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,192 | $4,650-31.3% | $3,674-13.1% | $4,299-25.7% |
| Participant deferral / active EE | $4,312 | $4,767-9.5% | $4,083+5.6% | $6,507-33.7% |
| Admin fee / account holder | $18 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |