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 | $113,822 | $133,922-15.0% | $116,228-2.1% | $142,382-20.1% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 14.28% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,134 | $3,446-38.1% | $2,994-28.7% | $4,299-50.4% |
| Participant deferral / active EE | $7,434 | $5,672+31.1% | $4,953+50.1% | $6,507+14.2% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |