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 5-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 | $43,165 | $159,602-73.0% | $150,045-71.2% | $142,382-69.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 18.40% | 70.24%-51.8pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,581 | $4,961-68.1% | $4,693-66.3% | $4,299-63.2% |
| Participant deferral / active EE | $4,909 | $8,310-40.9% | $7,997-38.6% | $6,507-24.6% |
| Admin fee / account holder | $273 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |