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 | $13,758 | $80,717-83.0% | $154,803-91.1% | $84,808-83.8% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 21.10% | 37.96%-16.9pp | 58.88%-37.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $982 | $2,761-64.4% | $4,305-77.2% | $2,631-62.7% |
| Participant deferral / active EE | $2,721 | $3,303-17.6% | $5,540-50.9% | $4,212-35.4% |
| Admin fee / account holder | $127 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |