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 | $84,603 | $74,888+13.0% | $71,209+18.8% | $142,382-40.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 26.19% | 345.14%-318.9pp | 282.51%-256.3pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,386 | $2,854-16.4% | $2,721-12.3% | $4,299-44.5% |
| Participant deferral / active EE | $8,698 | $4,454+95.3% | $4,175+108.3% | $6,507+33.7% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |