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 | $125,760 | $157,256-20.0% | $141,162-10.9% | $152,861-17.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.75% | 64.32%-41.6pp | 71.39%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $7,789 | $5,261+48.0% | $4,735+64.5% | $4,762+63.5% |
| Participant deferral / active EE | $16,299 | $7,109+129.3% | $6,709+142.9% | $5,850+178.6% |
| Admin fee / account holder | $98 | $12,120-99.2% | $10,261-99.0% | $11,596-99.2% |