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 | $140,158 | $165,335-15.2% | $149,696-6.4% | $158,922-11.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.83% | 348.15%-322.3pp | 276.60%-250.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,741 | $5,103-46.3% | $4,644-41.0% | $4,761-42.4% |
| Participant deferral / active EE | $17,377 | $7,181+142.0% | $6,842+154.0% | $5,982+190.5% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |