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 4-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 | $104,909 | $105,126-0.2% | $94,646+10.8% | $139,434-24.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.13% | 38.03%-11.9pp | 156.71%-130.6pp | 372.94%-346.8pp |
| Employer contribution / active EE | $6,158 | $4,106+50.0% | $3,672+67.7% | $4,751+29.6% |
| Participant deferral / active EE | $10,626 | $7,599+39.8% | $7,418+43.3% | $6,710+58.4% |
| Admin fee / account holder | $215 | $8,984-97.6% | $7,231-97.0% | $11,403-98.1% |