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 | $100,753 | $103,949-3.1% | $69,182+45.6% | $273,961-63.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.65% | 35.28%-29.6pp | -21.93%+27.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,712 | $1,783+108.2% | $1,206+207.7% | $4,869-23.8% |
| Participant deferral / active EE | $13,026 | $2,716+379.5% | $1,897+586.7% | $5,287+146.4% |
| Admin fee / account holder | $31 | $3,671-99.1% | $2,697-98.8% | $10,132-99.7% |