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 | $102,126 | $209,832-51.3% | $189,513-46.1% | $167,490-39.0% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 10.76% | 748.27%-737.5pp | 555.15%-544.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,155 | $6,914-68.8% | $6,162-65.0% | $4,837-55.4% |
| Participant deferral / active EE | $4,580 | $8,935-48.7% | $8,221-44.3% | $6,341-27.8% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |