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 | $115,191 | $177,572-35.1% | $154,803-25.6% | $142,382-19.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.15% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,887 | $4,810-40.0% | $4,305-33.0% | $4,299-32.9% |
| Participant deferral / active EE | $10,257 | $6,272+63.6% | $5,540+85.1% | $6,507+57.6% |
| Admin fee / account holder | $130 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |