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 10-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 | $177,182 | $214,378-17.4% | $200,582-11.7% | $142,382+24.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.91% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,045 | $6,841-55.5% | $6,419-52.6% | $4,299-29.2% |
| Participant deferral / active EE | $6,010 | $9,865-39.1% | $9,331-35.6% | $6,507-7.6% |
| Admin fee / account holder | $61 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |