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 | $188,716 | $90,503+108.5% | $78,689+139.8% | $273,961-31.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 8.73% | 75.60%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,962 | $3,176-38.2% | $2,851-31.2% | $4,869-59.7% |
| Participant deferral / active EE | $4,985 | $3,901+27.8% | $3,517+41.7% | $5,287-5.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |