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 6-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 | $70,062 | $111,754-37.3% | $103,333-32.2% | $145,922-52.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 12.70% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $10,014 | $4,212+137.7% | $3,868+158.9% | $4,660+114.9% |
| Participant deferral / active EE | $7,011 | $5,619+24.8% | $5,057+38.6% | $6,688+4.8% |
| Admin fee / account holder | $27 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |