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 | $131,304 | $209,411-37.3% | $178,490-26.4% | $158,922-17.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.29% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,817 | $5,706-50.6% | $5,011-43.8% | $4,761-40.8% |
| Participant deferral / active EE | $5,149 | $5,954-13.5% | $5,202-1.0% | $5,982-13.9% |
| Admin fee / account holder | -$10 | $17,074-100.1% | $13,984-100.1% | $11,246-100.1% |