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 8-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 | $22,827 | $106,515-78.6% | $96,683-76.4% | $139,434-83.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.83% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,823 | $4,103-6.8% | $3,737+2.3% | $4,751-19.5% |
| Participant deferral / active EE | $5,179 | $5,454-5.0% | $4,878+6.2% | $6,710-22.8% |
| Admin fee / account holder | $102 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |