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 9-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 | $33,792 | $157,256-78.5% | $141,162-76.1% | $152,861-77.9% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 30.61% | 64.32%-33.7pp | 71.39%-40.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $2,581 | $5,261-50.9% | $4,735-45.5% | $4,762-45.8% |
| Participant deferral / active EE | $6,566 | $7,109-7.6% | $6,709-2.1% | $5,850+12.2% |
| Admin fee / account holder | $141 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |