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 8-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 | $186,818 | $118,427+57.7% | $66,042+182.9% | $142,382+31.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.65% | 35.57%-16.9pp | 52.11%-33.5pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,897 | $2,570+12.7% | $1,579+83.5% | $4,299-32.6% |
| Participant deferral / active EE | $20,000 | $4,311+363.9% | $2,835+605.4% | $6,507+207.4% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |