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 | $116,614 | $72,492+60.9% | $87,100+33.9% | $72,985+59.8% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 20.71% | 24.46%-3.7pp | 28.19%-7.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,243 | $1,894-34.3% | $2,521-50.7% | $2,440-49.0% |
| Participant deferral / active EE | $4,759 | $3,270+45.6% | $4,049+17.6% | $3,607+31.9% |
| Admin fee / account holder | $114 | $5,055-97.8% | $7,497-98.5% | $5,124-97.8% |