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 | $50,206 | $135,952-63.1% | $123,892-59.5% | $273,961-81.7% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 30.91% | 56.63%-25.7pp | 47.52%-16.6pp | 41.45%-10.5pp |
| Employer contribution / active EE | $10,963 | $5,170+112.1% | $4,617+137.4% | $4,869+125.2% |
| Participant deferral / active EE | $5,115 | $6,343-19.4% | $5,984-14.5% | $5,287-3.3% |
| Admin fee / account holder | $123 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |