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 | $165,026 | $89,753+83.9% | $107,525+53.5% | $84,808+94.6% |
| Participation rate | 70.4% | 68.1%+2.3pp | 75.1%-4.7pp | 68.3%+2.1pp |
| Annual return | 19.15% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,478 | $3,113+11.7% | $3,754-7.3% | $2,631+32.2% |
| Participant deferral / active EE | $8,896 | $4,056+119.3% | $5,116+73.9% | $4,212+111.2% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |