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 | $153,854 | $197,591-22.1% | $177,821-13.5% | $158,922-3.2% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 13.73% | 58.76%-45.0pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,913 | $6,697-56.5% | $5,918-50.8% | $4,761-38.8% |
| Participant deferral / active EE | $4,815 | $8,405-42.7% | $7,714-37.6% | $5,982-19.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |