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 10-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 | $67,065 | $105,630-36.5% | $87,507-23.4% | $273,961-75.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.03% | 12.25%-5.2pp | 12.21%-5.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $945 | $3,141-69.9% | $2,550-62.9% | $4,869-80.6% |
| Participant deferral / active EE | $2,308 | $3,601-35.9% | $3,149-26.7% | $5,287-56.3% |
| Admin fee / account holder | $139 | $4,781-97.1% | $4,221-96.7% | $10,132-98.6% |