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 9-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 | $128,567 | $102,966+24.9% | $90,281+42.4% | $152,861-15.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.20% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $22,233 | $3,139+608.3% | $2,854+678.9% | $4,762+366.9% |
| Participant deferral / active EE | $13,544 | $4,281+216.3% | $3,885+248.6% | $5,850+131.5% |
| Admin fee / account holder | $74 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |