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 | $31,632 | $114,381-72.3% | $107,525-70.6% | $142,382-77.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 21.32% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,362 | $4,015-66.1% | $3,754-63.7% | $4,299-68.3% |
| Participant deferral / active EE | $3,868 | $5,564-30.5% | $5,116-24.4% | $6,507-40.6% |
| Admin fee / account holder | $15 | $9,860-99.9% | $8,919-99.8% | $12,624-99.9% |