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 8-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 | $92,839 | $209,411-55.7% | $178,490-48.0% | $158,922-41.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.74% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $7,755 | $5,706+35.9% | $5,011+54.8% | $4,761+62.9% |
| Participant deferral / active EE | $12,750 | $5,954+114.1% | $5,202+145.1% | $5,982+113.1% |
| Admin fee / account holder | $209 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |