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 | $159,595 | $117,841+35.4% | $102,423+55.8% | $145,922+9.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 10.59% | 31.65%-21.1pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,709 | $3,615+2.6% | $3,023+22.7% | $4,660-20.4% |
| Participant deferral / active EE | $15,039 | $5,731+162.4% | $5,053+197.6% | $6,688+124.9% |
| Admin fee / account holder | $246 | $13,326-98.2% | $9,451-97.4% | $13,397-98.2% |