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 | $206,307 | $103,376+99.6% | $87,100+136.9% | $152,861+35.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 14.21% | 28.10%-13.9pp | 28.19%-14.0pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,555 | $3,220-51.7% | $2,521-38.3% | $4,762-67.4% |
| Participant deferral / active EE | $4,549 | $4,778-4.8% | $4,049+12.4% | $5,850-22.2% |
| Admin fee / account holder | $108 | $12,205-99.1% | $7,497-98.6% | $11,596-99.1% |