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 | $155,120 | $96,557+60.7% | $80,975+91.6% | $273,961-43.4% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 38.66% | 15.14%+23.5pp | 17.10%+21.6pp | 41.45%-2.8pp |
| Employer contribution / active EE | $5,100 | $4,868+4.8% | $3,714+37.3% | $4,869+4.7% |
| Participant deferral / active EE | $9,925 | $6,598+50.4% | $5,696+74.2% | $5,287+87.7% |
| Admin fee / account holder | $127 | $7,492-98.3% | $5,516-97.7% | $10,132-98.7% |