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 | $90,041 | $185,822-51.5% | $169,993-47.0% | $139,434-35.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.03% | 60.50%-46.5pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,486 | $7,590-54.1% | $6,785-48.6% | $4,751-26.6% |
| Participant deferral / active EE | $9,125 | $11,622-21.5% | $10,408-12.3% | $6,710+36.0% |
| Admin fee / account holder | $81 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |