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 | $98,785 | $214,378-53.9% | $200,582-50.8% | $142,382-30.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 25.37% | 46.41%-21.0pp | 42.33%-17.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,798 | $6,841-73.7% | $6,419-72.0% | $4,299-58.2% |
| Participant deferral / active EE | $7,421 | $9,865-24.8% | $9,331-20.5% | $6,507+14.0% |
| Admin fee / account holder | $129 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |