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 | $155,324 | $115,882+34.0% | $100,516+54.5% | $158,922-2.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 20.72% | 34.79%-14.1pp | 30.89%-10.2pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,236 | $4,103-21.1% | $3,418-5.3% | $4,761-32.0% |
| Participant deferral / active EE | $15,872 | $6,674+137.8% | $6,270+153.1% | $5,982+165.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |