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 | $200,402 | $103,376+93.9% | $87,100+130.1% | $152,861+31.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.76% | 28.10%-5.3pp | 28.19%-5.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,501 | $3,220-22.3% | $2,521-0.8% | $4,762-47.5% |
| Participant deferral / active EE | $16,140 | $4,778+237.8% | $4,049+298.7% | $5,850+175.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |