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 10-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 | $134,926 | $154,117-12.5% | $129,995+3.8% | $139,434-3.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.40% | 32.48%-12.1pp | -137.18%+157.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $5,001 | $5,289-5.4% | $4,320+15.8% | $4,751+5.3% |
| Participant deferral / active EE | $11,265 | $6,710+67.9% | $5,820+93.5% | $6,710+67.9% |
| Admin fee / account holder | -$307 | $14,007-102.2% | $10,614-102.9% | $11,403-102.7% |