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 8-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 | $128,007 | $127,065+0.7% | $113,168+13.1% | $142,382-10.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.41% | 24.03%-8.6pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,555 | $3,442+3.3% | $2,975+19.5% | $4,299-17.3% |
| Participant deferral / active EE | $5,027 | $5,716-12.1% | $5,107-1.6% | $6,507-22.8% |
| Admin fee / account holder | $73 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |