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 | $97,073 | $121,625-20.2% | $104,607-7.2% | $158,922-38.9% |
| Participation rate | 73.7% | 77.5%-3.8pp | 74.1%-0.4pp | 82.0%-8.3pp |
| Annual return | 16.49% | 465.26%-448.8pp | 340.46%-324.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,196 | $3,163-30.6% | $2,681-18.1% | $4,761-53.9% |
| Participant deferral / active EE | $6,244 | $4,177+49.5% | $3,740+67.0% | $5,982+4.4% |
| Admin fee / account holder | $4 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |