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 | $141,334 | $165,335-14.5% | $149,696-5.6% | $158,922-11.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.72% | 348.15%-339.4pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $8,800 | $5,103+72.5% | $4,644+89.5% | $4,761+84.8% |
| Participant deferral / active EE | $5,523 | $7,181-23.1% | $6,842-19.3% | $5,982-7.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |