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 | $78,555 | $159,602-50.8% | $150,045-47.6% | $142,382-44.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 27.29% | 70.24%-42.9pp | 62.55%-35.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,827 | $4,961-43.0% | $4,693-39.8% | $4,299-34.2% |
| Participant deferral / active EE | $5,139 | $8,310-38.2% | $7,997-35.7% | $6,507-21.0% |
| Admin fee / account holder | $223 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |