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 9-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 | $54,703 | $74,888-27.0% | $71,209-23.2% | $142,382-61.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.07% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,302 | $2,854-54.4% | $2,721-52.1% | $4,299-69.7% |
| Participant deferral / active EE | $4,434 | $4,454-0.5% | $4,175+6.2% | $6,507-31.9% |
| Admin fee / account holder | $255 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |