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 | $140,898 | $148,534-5.1% | $135,903+3.7% | $139,434+1.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.69% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,858 | $5,243-26.4% | $4,856-20.6% | $4,751-18.8% |
| Participant deferral / active EE | $8,437 | $8,100+4.2% | $7,758+8.8% | $6,710+25.7% |
| Admin fee / account holder | $187 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |