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 | $145,484 | $96,305+51.1% | $80,569+80.6% | $139,434+4.3% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 16.40% | 1350.08%-1333.7pp | 935.43%-919.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,477 | $3,262-24.1% | $2,723-9.0% | $4,751-47.9% |
| Participant deferral / active EE | $4,643 | $5,232-11.3% | $4,447+4.4% | $6,710-30.8% |
| Admin fee / account holder | $190 | $6,599-97.1% | $5,377-96.5% | $11,403-98.3% |