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 | $64,531 | $98,750-34.7% | $149,696-56.9% | $79,858-19.2% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.5%-6.3pp | 69.6%+6.6pp |
| Annual return | 16.24% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,658 | $3,216-48.5% | $4,644-64.3% | $2,471-32.9% |
| Participant deferral / active EE | $4,040 | $5,680-28.9% | $6,842-41.0% | $3,740+8.0% |
| Admin fee / account holder | $192 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |