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 | $123,964 | $152,587-18.8% | $125,175-1.0% | $152,861-18.9% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 21.19% | 54.84%-33.7pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,967 | $4,946-60.2% | $3,865-49.1% | $4,762-58.7% |
| Participant deferral / active EE | $5,872 | $5,868+0.1% | $4,937+18.9% | $5,850+0.4% |
| Admin fee / account holder | $5 | $13,434-100.0% | $9,702-99.9% | $11,596-100.0% |