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 | $147,882 | $127,777+15.7% | $106,548+38.8% | $167,490-11.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 36.79% | 33.87%+2.9pp | 26.80%+10.0pp | 478.56%-441.8pp |
| Employer contribution / active EE | $1,290 | $3,427-62.4% | $2,819-54.3% | $4,837-73.3% |
| Participant deferral / active EE | $6,361 | $5,087+25.0% | $4,398+44.6% | $6,341+0.3% |
| Admin fee / account holder | $28 | $11,228-99.8% | $7,407-99.6% | $12,309-99.8% |