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 | $93,679 | $106,890-12.4% | $84,015+11.5% | $152,861-38.7% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.4%-9.1pp |
| Annual return | 21.59% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,627 | $2,734-40.5% | $1,983-18.0% | $4,762-65.8% |
| Participant deferral / active EE | $2,523 | $4,011-37.1% | $3,239-22.1% | $5,850-56.9% |
| Admin fee / account holder | $177 | $8,285-97.9% | $6,101-97.1% | $11,596-98.5% |