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 | $135,525 | $209,411-35.3% | $178,490-24.1% | $158,922-14.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.25% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,737 | $5,706-69.6% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $3,602 | $5,954-39.5% | $5,202-30.8% | $5,982-39.8% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |