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 3-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 | $180,982 | $94,338+91.8% | $100,534+80.0% | $142,382+27.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 20.80% | 29.20%-8.4pp | 32.66%-11.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,676 | $4,237-60.5% | $4,346-61.4% | $4,299-61.0% |
| Participant deferral / active EE | $9,930 | $5,934+67.3% | $6,144+61.6% | $6,507+52.6% |
| Admin fee / account holder | $20 | $8,421-99.8% | $7,654-99.7% | $12,624-99.8% |