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 | $140,801 | $111,724+26.0% | $93,606+50.4% | $145,922-3.5% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 12.88% | 202.98%-190.1pp | 133.20%-120.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,260 | $3,090-26.9% | $2,420-6.6% | $4,660-51.5% |
| Participant deferral / active EE | $5,936 | $4,912+20.8% | $4,411+34.6% | $6,688-11.2% |
| Admin fee / account holder | $160 | $10,250-98.4% | $8,285-98.1% | $13,397-98.8% |