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 | $119,554 | $176,812-32.4% | $146,665-18.5% | $167,490-28.6% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 13.43% | 24.03%-10.6pp | 22.74%-9.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,513 | $5,160-70.7% | $4,136-63.4% | $4,837-68.7% |
| Participant deferral / active EE | $2,120 | $6,440-67.1% | $5,506-61.5% | $6,341-66.6% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |