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 | $95,038 | $77,503+22.6% | $100,391-5.3% | $80,856+17.5% |
| Participation rate | 79.4% | 76.9%+2.5pp | 81.5%-2.1pp | 67.6%+11.8pp |
| Annual return | 13.89% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,622 | $2,801-42.1% | $3,942-58.9% | $2,755-41.1% |
| Participant deferral / active EE | $4,331 | $6,820-36.5% | $8,082-46.4% | $4,296+0.8% |
| Admin fee / account holder | $24 | $5,897-99.6% | $7,899-99.7% | $6,918-99.7% |