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 7-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 | $134,385 | $117,983+13.9% | $101,794+32.0% | $142,382-5.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 21.37% | 36.92%-15.5pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,180 | $2,773-21.4% | $2,289-4.8% | $4,299-49.3% |
| Participant deferral / active EE | $14,912 | $4,714+216.4% | $4,084+265.1% | $6,507+129.2% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |