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 | $156,401 | $102,966+51.9% | $90,281+73.2% | $152,861+2.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 17.81% | 95.16%-77.4pp | 78.10%-60.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $13,435 | $3,139+328.0% | $2,854+370.7% | $4,762+182.1% |
| Participant deferral / active EE | $9,040 | $4,281+111.1% | $3,885+132.7% | $5,850+54.5% |
| Admin fee / account holder | -$9 | $6,171-100.2% | $5,351-100.2% | $11,596-100.1% |