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 | $23,724 | $43,327-45.2% | $59,878-60.4% | $64,186-63.0% |
| Participation rate | 84.6% | 69.2%+15.4pp | 74.7%+9.9pp | 69.6%+15.0pp |
| Annual return | 10.56% | -1.55%+12.1pp | 3.46%+7.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $2,521 | $2,028+24.3% | $2,722-7.4% | $2,381+5.9% |
| Participant deferral / active EE | $4,014 | $2,546+57.7% | $3,402+18.0% | $3,470+15.7% |
| Admin fee / account holder | $14 | $3,005-99.5% | $3,590-99.6% | $4,888-99.7% |