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 | $80,633 | $107,452-25.0% | $91,541-11.9% | $142,382-43.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.51% | 22.06%-6.5pp | 20.50%-5.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,543 | $2,994-15.1% | $2,505+1.5% | $4,299-40.8% |
| Participant deferral / active EE | $4,367 | $4,754-8.1% | $4,008+9.0% | $6,507-32.9% |
| Admin fee / account holder | $205 | $8,834-97.7% | $6,956-97.1% | $12,624-98.4% |