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 4-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 | $22,498 | $74,888-70.0% | $71,209-68.4% | $142,382-84.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.81% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,608 | $2,854-43.7% | $2,721-40.9% | $4,299-62.6% |
| Participant deferral / active EE | $3,365 | $4,454-24.5% | $4,175-19.4% | $6,507-48.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |