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 | $129,530 | $148,534-12.8% | $135,903-4.7% | $139,434-7.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.22% | 79.19%-50.0pp | 68.23%-39.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $4,043 | $5,243-22.9% | $4,856-16.8% | $4,751-14.9% |
| Participant deferral / active EE | $12,120 | $8,100+49.6% | $7,758+56.2% | $6,710+80.6% |
| Admin fee / account holder | $8 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |