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 | $152,429 | $159,901-4.7% | $146,958+3.7% | $145,922+4.5% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 12.10% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $12,411 | $5,286+134.8% | $4,933+151.6% | $4,660+166.4% |
| Participant deferral / active EE | $5,743 | $8,428-31.9% | $8,070-28.8% | $6,688-14.1% |
| Admin fee / account holder | $37 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |