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 | $118,907 | $102,966+15.5% | $90,281+31.7% | $152,861-22.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 24.37% | 95.16%-70.8pp | 78.10%-53.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $5,061 | $3,139+61.3% | $2,854+77.3% | $4,762+6.3% |
| Participant deferral / active EE | $10,368 | $4,281+142.2% | $3,885+166.9% | $5,850+77.2% |
| Admin fee / account holder | $138 | $6,171-97.8% | $5,351-97.4% | $11,596-98.8% |