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 | $131,249 | $181,894-27.8% | $156,549-16.2% | $273,961-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.81% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $20,743 | $6,248+232.0% | $5,501+277.1% | $4,869+326.0% |
| Participant deferral / active EE | $13,148 | $5,550+136.9% | $4,871+169.9% | $5,287+148.7% |
| Admin fee / account holder | $149 | $15,559-99.0% | $13,027-98.9% | $10,132-98.5% |