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 | $44,737 | $88,707-49.6% | $74,183-39.7% | $273,961-83.7% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 7.77% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,069 | $3,159-2.9% | $2,370+29.5% | $4,869-37.0% |
| Participant deferral / active EE | $7,545 | $4,212+79.1% | $3,550+112.6% | $5,287+42.7% |
| Admin fee / account holder | $74 | $8,717-99.1% | $5,586-98.7% | $10,132-99.3% |