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 | $42,274 | $63,764-33.7% | $81,930-48.4% | $79,858-47.1% |
| Participation rate | 85.2% | 67.5%+17.7pp | 72.0%+13.2pp | 69.6%+15.6pp |
| Annual return | 24.44% | 22.66%+1.8pp | 29.49%-5.1pp | 31.71%-7.3pp |
| Employer contribution / active EE | $6,548 | $1,795+264.7% | $4,310+51.9% | $2,471+165.0% |
| Participant deferral / active EE | $4,175 | $2,780+50.2% | $7,107-41.3% | $3,740+11.6% |
| Admin fee / account holder | $13 | $4,426-99.7% | $5,158-99.7% | $5,306-99.8% |