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 | $42,349 | $157,256-73.1% | $141,162-70.0% | $152,861-72.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 19.62% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,291 | $5,261-56.5% | $4,735-51.6% | $4,762-51.9% |
| Participant deferral / active EE | $3,501 | $7,109-50.8% | $6,709-47.8% | $5,850-40.2% |
| Admin fee / account holder | $293 | $12,120-97.6% | $10,261-97.1% | $11,596-97.5% |