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 | $78,088 | $127,065-38.5% | $113,168-31.0% | $142,382-45.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 15.27% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,006 | $5,716+75.0% | $5,107+95.9% | $6,507+53.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |