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 | $50,899 | $198,466-74.4% | $170,442-70.1% | $147,584-65.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 23.76% | 257.29%-233.5pp | 205.93%-182.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,153 | $6,184-65.2% | $5,433-60.4% | $4,876-55.8% |
| Participant deferral / active EE | $6,978 | $5,629+24.0% | $4,939+41.3% | $5,439+28.3% |
| Admin fee / account holder | $73 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |