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 | $228,020 | $165,335+37.9% | $149,696+52.3% | $158,922+43.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 23.49% | 348.15%-324.7pp | 276.60%-253.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,093 | $5,103-59.0% | $4,644-54.9% | $4,761-56.0% |
| Participant deferral / active EE | $4,407 | $7,181-38.6% | $6,842-35.6% | $5,982-26.3% |
| Admin fee / account holder | $47 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |