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 | $90,026 | $72,277+24.6% | $101,248-11.1% | $79,858+12.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 45.58% | 22.30%+23.3pp | 46.47%-0.9pp | 31.71%+13.9pp |
| Employer contribution / active EE | $5,294 | $2,692+96.7% | $3,660+44.7% | $2,471+114.3% |
| Participant deferral / active EE | $2,966 | $3,282-9.6% | $4,370-32.1% | $3,740-20.7% |
| Admin fee / account holder | $161 | $4,400-96.3% | $5,945-97.3% | $5,306-97.0% |