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 | $126,357 | $154,117-18.0% | $129,995-2.8% | $139,434-9.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 23.87% | 32.48%-8.6pp | -137.18%+161.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,225 | $5,289-76.8% | $4,320-71.7% | $4,751-74.2% |
| Participant deferral / active EE | $9,600 | $6,710+43.1% | $5,820+64.9% | $6,710+43.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |