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 | $56,843 | $209,411-72.9% | $178,490-68.2% | $158,922-64.2% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 13.95% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,781 | $5,706-68.8% | $5,011-64.5% | $4,761-62.6% |
| Participant deferral / active EE | $3,286 | $5,954-44.8% | $5,202-36.8% | $5,982-45.1% |
| Admin fee / account holder | $285 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |