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 | $173,998 | $197,591-11.9% | $177,821-2.1% | $158,922+9.5% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 11.57% | 58.76%-47.2pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,535 | $6,697-62.2% | $5,918-57.2% | $4,761-46.8% |
| Participant deferral / active EE | $5,735 | $8,405-31.8% | $7,714-25.7% | $5,982-4.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |