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 | $76,889 | $157,256-51.1% | $141,162-45.5% | $152,861-49.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.18% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $4,721 | $5,261-10.3% | $4,735-0.3% | $4,762-0.9% |
| Participant deferral / active EE | $14,988 | $7,109+110.8% | $6,709+123.4% | $5,850+156.2% |
| Admin fee / account holder | $233 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |