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 | $147,028 | $228,332-35.6% | $185,823-20.9% | $158,922-7.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 20.32% | 40.80%-20.5pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,653 | $4,967-46.6% | $4,087-35.1% | $4,761-44.3% |
| Participant deferral / active EE | $4,146 | $6,415-35.4% | $5,632-26.4% | $5,982-30.7% |
| Admin fee / account holder | $201 | $11,864-98.3% | $9,500-97.9% | $11,246-98.2% |