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 | $42,487 | $117,983-64.0% | $101,794-58.3% | $142,382-70.2% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 11.52% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,653 | $2,773+103.9% | $2,289+147.0% | $4,299+31.5% |
| Participant deferral / active EE | $3,892 | $4,714-17.4% | $4,084-4.7% | $6,507-40.2% |
| Admin fee / account holder | $290 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |