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 | $60,069 | $148,534-59.6% | $135,903-55.8% | $139,434-56.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.75% | 79.19%-54.4pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,694 | $5,243+8.6% | $4,856+17.3% | $4,751+19.9% |
| Participant deferral / active EE | $8,035 | $8,100-0.8% | $7,758+3.6% | $6,710+19.7% |
| Admin fee / account holder | $216 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |