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 | $118,649 | $165,335-28.2% | $149,696-20.7% | $158,922-25.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.53% | 348.15%-339.6pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $4,436 | $5,103-13.1% | $4,644-4.5% | $4,761-6.8% |
| Participant deferral / active EE | $9,451 | $7,181+31.6% | $6,842+38.1% | $5,982+58.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |