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 | $23,026 | $74,927-69.3% | $101,794-77.4% | $84,808-72.8% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.2%+24.8pp | 68.3%+25.6pp |
| Annual return | 18.48% | 18.70%-0.2pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,400 | $1,522-8.0% | $2,289-38.8% | $2,631-46.8% |
| Participant deferral / active EE | $1,640 | $3,099-47.1% | $4,084-59.8% | $4,212-61.1% |
| Admin fee / account holder | $109 | $6,514-98.3% | $8,777-98.8% | $7,344-98.5% |