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 4-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 | $82,430 | $114,381-27.9% | $107,525-23.3% | $142,382-42.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.56% | 242.71%-222.1pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,500 | $4,015-37.7% | $3,754-33.4% | $4,299-41.8% |
| Participant deferral / active EE | $14,168 | $5,564+154.6% | $5,116+177.0% | $6,507+117.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |