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 | $126,762 | $107,334+18.1% | $92,893+36.5% | $152,861-17.1% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 23.68% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $925 | $4,221-78.1% | $3,653-74.7% | $4,762-80.6% |
| Participant deferral / active EE | $2,610 | $4,845-46.1% | $4,236-38.4% | $5,850-55.4% |
| Admin fee / account holder | $246 | $7,079-96.5% | $5,794-95.8% | $11,596-97.9% |