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 | $60,892 | $157,256-61.3% | $141,162-56.9% | $152,861-60.2% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.4%-5.2pp |
| Annual return | 29.72% | 64.32%-34.6pp | 71.39%-41.7pp | 345.32%-315.6pp |
| Employer contribution / active EE | $3,747 | $5,261-28.8% | $4,735-20.9% | $4,762-21.3% |
| Participant deferral / active EE | $12,739 | $7,109+79.2% | $6,709+89.9% | $5,850+117.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |