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 | $70,621 | $76,552-7.7% | $123,892-43.0% | $62,891+12.3% |
| Participation rate | 75.9% | 73.0%+2.9pp | 81.4%-5.5pp | 69.3%+6.6pp |
| Annual return | 12.26% | 18.68%-6.4pp | 47.52%-35.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $3,460 | $2,883+20.0% | $4,617-25.1% | $2,281+51.7% |
| Participant deferral / active EE | $7,189 | $4,840+48.5% | $5,984+20.1% | $3,203+124.4% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |