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 | $154,292 | $165,335-6.7% | $149,696+3.1% | $158,922-2.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.24% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $6,360 | $5,103+24.6% | $4,644+36.9% | $4,761+33.6% |
| Participant deferral / active EE | $4,950 | $7,181-31.1% | $6,842-27.6% | $5,982-17.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |