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 | $163,594 | $176,377-7.2% | $134,143+22.0% | $158,922+2.9% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 33.09% | 63.63%-30.5pp | 36.33%-3.2pp | 302.83%-269.7pp |
| Employer contribution / active EE | $2,870 | $5,040-43.1% | $3,704-22.5% | $4,761-39.7% |
| Participant deferral / active EE | $4,196 | $4,091+2.6% | $3,499+19.9% | $5,982-29.9% |
| Admin fee / account holder | $8 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |