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 | $70,632 | $64,348+9.8% | $90,160-21.7% | $70,131+0.7% |
| Participation rate | 70.0% | 70.4%-0.4pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 16.83% | 28.13%-11.3pp | 34.88%-18.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,461 | $2,046+69.2% | $3,318+4.3% | $2,342+47.7% |
| Participant deferral / active EE | $7,980 | $4,389+81.8% | $5,288+50.9% | $3,332+139.5% |
| Admin fee / account holder | $9 | $3,944-99.8% | $5,943-99.9% | $4,645-99.8% |