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 | $46,578 | $88,707-47.5% | $74,183-37.2% | $273,961-83.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.50% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,250 | $3,159-60.4% | $2,370-47.3% | $4,869-74.3% |
| Participant deferral / active EE | $3,945 | $4,212-6.3% | $3,550+11.1% | $5,287-25.4% |
| Admin fee / account holder | $21 | $8,717-99.8% | $5,586-99.6% | $10,132-99.8% |