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 9-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 | $144,442 | $154,117-6.3% | $129,995+11.1% | $139,434+3.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.65% | 32.48%-20.8pp | -137.18%+148.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,107 | $5,289-41.3% | $4,320-28.1% | $4,751-34.6% |
| Participant deferral / active EE | $10,368 | $6,710+54.5% | $5,820+78.1% | $6,710+54.5% |
| Admin fee / account holder | $30 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |