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 | $96,375 | $72,277+33.3% | $101,248-4.8% | $79,858+20.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.71% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $7,331 | $2,692+172.4% | $3,660+100.3% | $2,471+196.7% |
| Participant deferral / active EE | $5,640 | $3,282+71.9% | $4,370+29.1% | $3,740+50.8% |
| Admin fee / account holder | $3 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |