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 | $103,326 | $95,561+8.1% | $77,163+33.9% | $139,434-25.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.41% | 54.92%-42.5pp | 37.87%-25.5pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,952 | $3,147-38.0% | $2,535-23.0% | $4,751-58.9% |
| Participant deferral / active EE | $2,547 | $4,624-44.9% | $3,833-33.6% | $6,710-62.0% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |