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 | $99,955 | $159,602-37.4% | $150,045-33.4% | $142,382-29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.23% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,530 | $4,961-69.2% | $4,693-67.4% | $4,299-64.4% |
| Participant deferral / active EE | $17,078 | $8,310+105.5% | $7,997+113.6% | $6,507+162.5% |
| Admin fee / account holder | $32 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |