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 | $92,160 | $115,770-20.4% | $101,248-9.0% | $158,922-42.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 18.42% | 56.14%-37.7pp | 46.47%-28.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $6,297 | $4,175+50.9% | $3,660+72.1% | $4,761+32.3% |
| Participant deferral / active EE | $3,424 | $4,957-30.9% | $4,370-21.7% | $5,982-42.8% |
| Admin fee / account holder | $11 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |