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 | $170,490 | $114,381+49.1% | $107,525+58.6% | $142,382+19.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 28.40% | 242.71%-214.3pp | 181.32%-152.9pp | 217.08%-188.7pp |
| Employer contribution / active EE | $4,762 | $4,015+18.6% | $3,754+26.9% | $4,299+10.8% |
| Participant deferral / active EE | $8,679 | $5,564+56.0% | $5,116+69.7% | $6,507+33.4% |
| Admin fee / account holder | $43 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |