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 | $74,222 | $209,832-64.6% | $189,513-60.8% | $167,490-55.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.48% | 748.27%-726.8pp | 555.15%-533.7pp | 478.56%-457.1pp |
| Employer contribution / active EE | $11,433 | $6,914+65.4% | $6,162+85.6% | $4,837+136.4% |
| Participant deferral / active EE | $26,226 | $8,935+193.5% | $8,221+219.0% | $6,341+313.6% |
| Admin fee / account holder | $248 | $14,293-98.3% | $12,045-97.9% | $12,309-98.0% |