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 | $53,921 | $105,931-49.1% | $81,930-34.2% | $158,922-66.1% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 13.47% | 38.17%-24.7pp | 29.49%-16.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,464 | $13,003-65.7% | $7,107-37.2% | $5,982-25.4% |
| Admin fee / account holder | $47 | $8,489-99.4% | $5,158-99.1% | $11,246-99.6% |