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 | $97,149 | $165,335-41.2% | $149,696-35.1% | $158,922-38.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 20.48% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $5,049 | $5,103-1.0% | $4,644+8.7% | $4,761+6.1% |
| Participant deferral / active EE | $11,833 | $7,181+64.8% | $6,842+73.0% | $5,982+97.8% |
| Admin fee / account holder | $131 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |