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 | $124,677 | $105,181+18.5% | $159,436-21.8% | $85,850+45.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 17.02% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,922 | $3,318-11.9% | $4,829-39.5% | $2,565+13.9% |
| Participant deferral / active EE | $5,798 | $5,945-2.5% | $7,352-21.1% | $3,952+46.7% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |