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 | $78,263 | $67,606+15.8% | $82,313-4.9% | $70,131+11.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 17.54% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $556 | $1,755-68.3% | $2,428-77.1% | $2,342-76.3% |
| Participant deferral / active EE | $6,081 | $2,987+103.6% | $3,706+64.1% | $3,332+82.5% |
| Admin fee / account holder | $241 | $4,512-94.7% | $5,608-95.7% | $4,645-94.8% |