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 | $181,641 | $228,332-20.4% | $185,823-2.3% | $158,922+14.3% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 13.83% | 40.80%-27.0pp | 35.95%-22.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,117 | $4,967-57.4% | $4,087-48.2% | $4,761-55.5% |
| Participant deferral / active EE | $9,531 | $6,415+48.6% | $5,632+69.2% | $5,982+59.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |