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 5-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 | $35,986 | $148,534-75.8% | $135,903-73.5% | $139,434-74.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.38% | 79.19%-56.8pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,871 | $5,243-26.2% | $4,856-20.3% | $4,751-18.5% |
| Participant deferral / active EE | $11,824 | $8,100+46.0% | $7,758+52.4% | $6,710+76.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |