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 | $68,520 | $165,335-58.6% | $149,696-54.2% | $158,922-56.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 78.41% | 348.15%-269.7pp | 276.60%-198.2pp | 302.83%-224.4pp |
| Employer contribution / active EE | $2,476 | $5,103-51.5% | $4,644-46.7% | $4,761-48.0% |
| Participant deferral / active EE | $5,883 | $7,181-18.1% | $6,842-14.0% | $5,982-1.7% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |