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 | $71,085 | $215,361-67.0% | $171,082-58.4% | $273,961-74.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 9.18% | 25.14%-16.0pp | 32.56%-23.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $642 | $4,967-87.1% | $4,002-84.0% | $4,869-86.8% |
| Participant deferral / active EE | $7,805 | $5,543+40.8% | $4,797+62.7% | $5,287+47.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |