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 7-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 | $52,616 | $124,281-57.7% | $109,143-51.8% | $167,490-68.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 16.22% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,817 | $4,207-33.1% | $3,722-24.3% | $4,837-41.8% |
| Participant deferral / active EE | $6,835 | $5,255+30.1% | $4,653+46.9% | $6,341+7.8% |
| Admin fee / account holder | $53 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |