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 | $92,985 | $214,378-56.6% | $200,582-53.6% | $142,382-34.7% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 16.41% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,952 | $6,841-71.5% | $6,419-69.6% | $4,299-54.6% |
| Participant deferral / active EE | $4,549 | $9,865-53.9% | $9,331-51.3% | $6,507-30.1% |
| Admin fee / account holder | $43 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |