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 7-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 | $71,677 | $81,248-11.8% | $155,509-53.9% | $80,856-11.4% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 12.49% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,375 | $3,100+202.4% | $4,672+100.6% | $2,755+240.3% |
| Participant deferral / active EE | $6,460 | $3,452+87.2% | $5,626+14.8% | $4,296+50.4% |
| Admin fee / account holder | $228 | $7,997-97.2% | $15,912-98.6% | $6,918-96.7% |