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 | $200,744 | $124,319+61.5% | $111,297+80.4% | $167,490+19.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 17.13% | 37.44%-20.3pp | 54.65%-37.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $884 | $3,435-74.3% | $2,731-67.6% | $4,837-81.7% |
| Participant deferral / active EE | $3,631 | $5,180-29.9% | $4,487-19.1% | $6,341-42.7% |
| Admin fee / account holder | $280 | $10,618-97.4% | $7,964-96.5% | $12,309-97.7% |