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 | $95,853 | $114,381-16.2% | $107,525-10.9% | $142,382-32.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 16.98% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,835 | $4,015-54.3% | $3,754-51.1% | $4,299-57.3% |
| Participant deferral / active EE | $1,982 | $5,564-64.4% | $5,116-61.3% | $6,507-69.5% |
| Admin fee / account holder | $26 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |