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 | $63,152 | $148,534-57.5% | $135,903-53.5% | $139,434-54.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 23.48% | 79.19%-55.7pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,935 | $5,243-44.0% | $4,856-39.6% | $4,751-38.2% |
| Participant deferral / active EE | $10,341 | $8,100+27.7% | $7,758+33.3% | $6,710+54.1% |
| Admin fee / account holder | $152 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |