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 3-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 | $34,023 | $111,754-69.6% | $103,333-67.1% | $145,922-76.7% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $931 | $4,212-77.9% | $3,868-75.9% | $4,660-80.0% |
| Participant deferral / active EE | $1,928 | $5,619-65.7% | $5,057-61.9% | $6,688-71.2% |
| Admin fee / account holder | $76 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |