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 6-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 | $178,495 | $209,832-14.9% | $189,513-5.8% | $167,490+6.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.17% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $9,102 | $6,914+31.7% | $6,162+47.7% | $4,837+88.2% |
| Participant deferral / active EE | $16,311 | $8,935+82.6% | $8,221+98.4% | $6,341+157.2% |
| Admin fee / account holder | $50 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |