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 9-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 | $83,856 | $165,335-49.3% | $149,696-44.0% | $158,922-47.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.35% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $6,329 | $5,103+24.0% | $4,644+36.3% | $4,761+32.9% |
| Participant deferral / active EE | $7,617 | $7,181+6.1% | $6,842+11.3% | $5,982+27.3% |
| Admin fee / account holder | $142 | $10,807-98.7% | $9,309-98.5% | $11,246-98.7% |