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 8-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 | $69,458 | $111,724-37.8% | $93,606-25.8% | $145,922-52.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.07% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,274 | $3,090+6.0% | $2,420+35.3% | $4,660-29.7% |
| Participant deferral / active EE | $9,416 | $4,912+91.7% | $4,411+113.5% | $6,688+40.8% |
| Admin fee / account holder | $134 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |