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 | $241,112 | $180,449+33.6% | $154,107+56.5% | $135,375+78.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.51% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,996 | $6,035-50.4% | $5,298-43.4% | $4,779-37.3% |
| Participant deferral / active EE | $5,987 | $5,806+3.1% | $5,081+17.8% | $5,609+6.7% |
| Admin fee / account holder | $255 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |