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 | $101,975 | $150,187-32.1% | $120,354-15.3% | $145,922-30.1% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 8.68% | 154.07%-145.4pp | 107.15%-98.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,057 | $4,348-75.7% | $3,463-69.5% | $4,660-77.3% |
| Participant deferral / active EE | $2,372 | $6,173-61.6% | $4,991-52.5% | $6,688-64.5% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |