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 | $148,360 | $74,888+98.1% | $71,209+108.3% | $142,382+4.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 13.39% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,843 | $2,854+69.7% | $2,721+78.0% | $4,299+12.7% |
| Participant deferral / active EE | $3,545 | $4,454-20.4% | $4,175-15.1% | $6,507-45.5% |
| Admin fee / account holder | $151 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |