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 | $88,906 | $91,190-2.5% | $178,490-50.2% | $79,858+11.3% |
| Participation rate | 72.4% | 69.2%+3.2pp | 81.9%-9.5pp | 69.6%+2.8pp |
| Annual return | 17.10% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,618 | $3,256-50.3% | $5,011-67.7% | $2,471-34.5% |
| Participant deferral / active EE | $3,835 | $3,236+18.5% | $5,202-26.3% | $3,740+2.5% |
| Admin fee / account holder | $299 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |