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 | $74,964 | $115,770-35.2% | $101,248-26.0% | $158,922-52.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.61% | 56.14%-38.5pp | 46.47%-28.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,158 | $4,175-24.4% | $3,660-13.7% | $4,761-33.7% |
| Participant deferral / active EE | $9,897 | $4,957+99.6% | $4,370+126.5% | $5,982+65.4% |
| Admin fee / account holder | $153 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |