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 | $98,080 | $202,318-51.5% | $172,739-43.2% | $152,861-35.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 26.16% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,841 | $5,856-68.6% | $5,143-64.2% | $4,762-61.3% |
| Participant deferral / active EE | $4,446 | $5,948-25.3% | $5,198-14.5% | $5,850-24.0% |
| Admin fee / account holder | $110 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |