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 | $118,120 | $159,602-26.0% | $150,045-21.3% | $142,382-17.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.71% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,630 | $4,961-26.8% | $4,693-22.7% | $4,299-15.6% |
| Participant deferral / active EE | $6,094 | $8,310-26.7% | $7,997-23.8% | $6,507-6.3% |
| Admin fee / account holder | $53 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |