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 | $225,530 | $228,332-1.2% | $185,823+21.4% | $158,922+41.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.64% | 40.80%-28.2pp | 35.95%-23.3pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,309 | $4,967-13.2% | $4,087+5.4% | $4,761-9.5% |
| Participant deferral / active EE | $11,424 | $6,415+78.1% | $5,632+102.8% | $5,982+91.0% |
| Admin fee / account holder | $8 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |