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 | $175,350 | $114,381+53.3% | $107,525+63.1% | $142,382+23.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 17.20% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,256 | $4,015-18.9% | $3,754-13.3% | $4,299-24.3% |
| Participant deferral / active EE | $9,623 | $5,564+72.9% | $5,116+88.1% | $6,507+47.9% |
| Admin fee / account holder | $81 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |