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 5-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 | $85,671 | $111,724-23.3% | $93,606-8.5% | $145,922-41.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 12.34% | 202.98%-190.6pp | 133.20%-120.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $16,298 | $3,090+427.5% | $2,420+573.5% | $4,660+249.8% |
| Participant deferral / active EE | $5,096 | $4,912+3.7% | $4,411+15.5% | $6,688-23.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |