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 | $43,236 | $67,606-36.0% | $82,313-47.5% | $70,131-38.4% |
| Participation rate | 93.4% | 72.8%+20.7pp | 76.9%+16.5pp | 69.5%+23.9pp |
| Annual return | 18.50% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,253 | $1,755+142.4% | $2,428+75.1% | $2,342+81.6% |
| Participant deferral / active EE | $5,437 | $2,987+82.0% | $3,706+46.7% | $3,332+63.2% |
| Admin fee / account holder | $299 | $4,512-93.4% | $5,608-94.7% | $4,645-93.6% |