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 | $165,873 | $110,257+50.4% | $96,544+71.8% | $139,434+19.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.52% | 26.32%-1.8pp | 25.84%-1.3pp | 372.94%-348.4pp |
| Employer contribution / active EE | $11,342 | $3,620+213.4% | $2,965+282.6% | $4,751+138.7% |
| Participant deferral / active EE | $7,898 | $5,548+42.4% | $4,851+62.8% | $6,710+17.7% |
| Admin fee / account holder | $30 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |