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 | $157,698 | $228,332-30.9% | $185,823-15.1% | $158,922-0.8% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 14.62% | 40.80%-26.2pp | 35.95%-21.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $802 | $4,967-83.8% | $4,087-80.4% | $4,761-83.2% |
| Participant deferral / active EE | $10,650 | $6,415+66.0% | $5,632+89.1% | $5,982+78.0% |
| Admin fee / account holder | $174 | $11,864-98.5% | $9,500-98.2% | $11,246-98.5% |