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 | $72,359 | $81,460-11.2% | $103,333-30.0% | $80,856-10.5% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 17.41% | 25.55%-8.1pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $935 | $3,105-69.9% | $3,868-75.8% | $2,755-66.0% |
| Participant deferral / active EE | $3,879 | $3,869+0.3% | $5,057-23.3% | $4,296-9.7% |
| Admin fee / account holder | $36 | $6,566-99.5% | $8,355-99.6% | $6,918-99.5% |