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 | $117,507 | $210,648-44.2% | $177,989-34.0% | $145,922-19.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.01% | 385.86%-374.8pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $8,923 | $4,565+95.5% | $3,949+126.0% | $4,660+91.5% |
| Participant deferral / active EE | $6,650 | $6,958-4.4% | $6,276+6.0% | $6,688-0.6% |
| Admin fee / account holder | $11 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |