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 | $146,979 | $165,335-11.1% | $149,696-1.8% | $158,922-7.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.26% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,698 | $5,103-27.5% | $4,644-20.4% | $4,761-22.3% |
| Participant deferral / active EE | $16,000 | $7,181+122.8% | $6,842+133.9% | $5,982+167.5% |
| Admin fee / account holder | -$169 | $10,807-101.6% | $9,309-101.8% | $11,246-101.5% |