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 7-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 | $122,313 | $228,332-46.4% | $185,823-34.2% | $158,922-23.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 25.86% | 40.80%-14.9pp | 35.95%-10.1pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,005 | $4,967-59.6% | $4,087-50.9% | $4,761-57.9% |
| Participant deferral / active EE | $7,050 | $6,415+9.9% | $5,632+25.2% | $5,982+17.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |