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 | $161,344 | $197,591-18.3% | $177,821-9.3% | $158,922+1.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.20% | 58.76%-40.6pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $7,450 | $6,697+11.2% | $5,918+25.9% | $4,761+56.5% |
| Participant deferral / active EE | $9,237 | $8,405+9.9% | $7,714+19.7% | $5,982+54.4% |
| Admin fee / account holder | $281 | $15,399-98.2% | $12,427-97.7% | $11,246-97.5% |