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 | $46,590 | $165,912-71.9% | $122,332-61.9% | $147,584-68.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 18.84% | 34.55%-15.7pp | 30.27%-11.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,908 | $5,754-66.8% | $4,050-52.9% | $4,876-60.9% |
| Participant deferral / active EE | $4,243 | $4,005+5.9% | $3,287+29.1% | $5,439-22.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |