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 | $58,041 | $209,411-72.3% | $178,490-67.5% | $158,922-63.5% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 28.74% | 188.75%-160.0pp | 151.07%-122.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $4,817 | $5,706-15.6% | $5,011-3.9% | $4,761+1.2% |
| Participant deferral / active EE | $4,676 | $5,954-21.5% | $5,202-10.1% | $5,982-21.8% |
| Admin fee / account holder | $137 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |