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 | $63,808 | $90,503-29.5% | $78,689-18.9% | $273,961-76.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 13.24% | 75.60%-62.4pp | 62.18%-48.9pp | 41.45%-28.2pp |
| Employer contribution / active EE | $4,496 | $3,176+41.6% | $2,851+57.7% | $4,869-7.6% |
| Participant deferral / active EE | $3,607 | $3,901-7.5% | $3,517+2.6% | $5,287-31.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |