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 5-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 | $121,011 | $159,602-24.2% | $150,045-19.4% | $142,382-15.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 26.29% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $4,622 | $4,961-6.8% | $4,693-1.5% | $4,299+7.5% |
| Participant deferral / active EE | $8,479 | $8,310+2.0% | $7,997+6.0% | $6,507+30.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |