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 | $13,460 | $80,717-83.3% | $154,803-91.3% | $84,808-84.1% |
| Participation rate | 83.7% | 66.8%+16.9pp | 78.1%+5.7pp | 68.3%+15.4pp |
| Annual return | 21.86% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $697 | $2,761-74.8% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $2,951 | $3,303-10.7% | $5,540-46.7% | $4,212-29.9% |
| Admin fee / account holder | $266 | $6,746-96.1% | $14,329-98.1% | $7,344-96.4% |