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 | $137,619 | $109,327+25.9% | $89,391+54.0% | $158,922-13.4% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 17.49% | 345.68%-328.2pp | 245.62%-228.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,450 | $3,170-22.7% | $2,586-5.3% | $4,761-48.6% |
| Participant deferral / active EE | $8,360 | $4,598+81.8% | $3,890+114.9% | $5,982+39.7% |
| Admin fee / account holder | $191 | $6,153-96.9% | $4,881-96.1% | $11,246-98.3% |