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 | $158,686 | $104,974+51.2% | $95,585+66.0% | $142,382+11.5% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 13.93% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,176 | $2,779-21.7% | $2,527-13.9% | $4,299-49.4% |
| Participant deferral / active EE | $2,955 | $4,352-32.1% | $4,023-26.6% | $6,507-54.6% |
| Admin fee / account holder | $241 | $6,386-96.2% | $6,127-96.1% | $12,624-98.1% |