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 9-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 | $92,928 | $109,881-15.4% | $150,045-38.1% | $84,808+9.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.72% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,996 | $3,561-15.9% | $4,693-36.2% | $2,631+13.9% |
| Participant deferral / active EE | $5,587 | $6,636-15.8% | $7,997-30.1% | $4,212+32.7% |
| Admin fee / account holder | $8 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |