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 | $117,775 | $104,251+13.0% | $91,001+29.4% | $147,584-20.2% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 18.05% | 27.06%-9.0pp | 4.60%+13.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,541 | $3,116-18.4% | $2,456+3.5% | $4,876-47.9% |
| Participant deferral / active EE | $10,545 | $4,195+151.4% | $3,547+197.3% | $5,439+93.9% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,885-99.8% |