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 | $205,766 | $177,572+15.9% | $154,803+32.9% | $142,382+44.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.44% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $986 | $4,810-79.5% | $4,305-77.1% | $4,299-77.1% |
| Participant deferral / active EE | $4,063 | $6,272-35.2% | $5,540-26.7% | $6,507-37.6% |
| Admin fee / account holder | $220 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |