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 | $141,192 | $106,515+32.6% | $96,683+46.0% | $139,434+1.3% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 19.24% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,405 | $4,103-41.4% | $3,737-35.6% | $4,751-49.4% |
| Participant deferral / active EE | $6,074 | $5,454+11.4% | $4,878+24.5% | $6,710-9.5% |
| Admin fee / account holder | $155 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |