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 | $176,877 | $152,587+15.9% | $125,175+41.3% | $152,861+15.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 20.29% | 54.84%-34.6pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,267 | $4,946-54.2% | $3,865-41.3% | $4,762-52.4% |
| Participant deferral / active EE | $8,137 | $5,868+38.7% | $4,937+64.8% | $5,850+39.1% |
| Admin fee / account holder | $100 | $13,434-99.3% | $9,702-99.0% | $11,596-99.1% |