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 | $150,696 | $83,337+80.8% | $67,834+122.2% | $273,961-45.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 6.62% | 259.45%-252.8pp | 138.47%-131.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,763 | $3,287+14.5% | $2,403+56.6% | $4,869-22.7% |
| Participant deferral / active EE | $7,019 | $4,088+71.7% | $3,160+122.1% | $5,287+32.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |