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 | $149,644 | $72,277+107.0% | $101,248+47.8% | $79,858+87.4% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 18.32% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $12,113 | $2,692+350.0% | $3,660+231.0% | $2,471+390.2% |
| Participant deferral / active EE | $11,325 | $3,282+245.1% | $4,370+159.1% | $3,740+202.8% |
| Admin fee / account holder | $223 | $4,400-94.9% | $5,945-96.3% | $5,306-95.8% |