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 | $87,931 | $102,966-14.6% | $90,281-2.6% | $152,861-42.5% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 18.86% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,308 | $3,139+37.3% | $2,854+50.9% | $4,762-9.5% |
| Participant deferral / active EE | $5,420 | $4,281+26.6% | $3,885+39.5% | $5,850-7.4% |
| Admin fee / account holder | $220 | $6,171-96.4% | $5,351-95.9% | $11,596-98.1% |