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 | $62,092 | $112,096-44.6% | $95,952-35.3% | $158,922-60.9% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 11.13% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,788 | $3,198-44.1% | $2,541-29.6% | $4,761-62.4% |
| Participant deferral / active EE | $2,962 | $4,784-38.1% | $4,167-28.9% | $5,982-50.5% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |