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 | $158,086 | $117,983+34.0% | $101,794+55.3% | $142,382+11.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.42% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,460 | $2,773-47.3% | $2,289-36.2% | $4,299-66.0% |
| Participant deferral / active EE | $12,495 | $4,714+165.1% | $4,084+206.0% | $6,507+92.0% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |