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 | $171,952 | $114,381+50.3% | $107,525+59.9% | $142,382+20.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 21.72% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,800 | $4,015+44.5% | $3,754+54.5% | $4,299+34.9% |
| Participant deferral / active EE | $7,737 | $5,564+39.0% | $5,116+51.2% | $6,507+18.9% |
| Admin fee / account holder | $135 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |