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 | $133,203 | $209,411-36.4% | $178,490-25.4% | $158,922-16.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.05% | 188.75%-169.7pp | 151.07%-132.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,840 | $5,706-67.8% | $5,011-63.3% | $4,761-61.4% |
| Participant deferral / active EE | $6,427 | $5,954+7.9% | $5,202+23.5% | $5,982+7.4% |
| Admin fee / account holder | $71 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |