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 5-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 | $47,113 | $159,602-70.5% | $150,045-68.6% | $142,382-66.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 23.93% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,582 | $4,961-48.0% | $4,693-45.0% | $4,299-39.9% |
| Participant deferral / active EE | $7,487 | $8,310-9.9% | $7,997-6.4% | $6,507+15.1% |
| Admin fee / account holder | $166 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |