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 | $89,435 | $177,572-49.6% | $154,803-42.2% | $142,382-37.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.28% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,762 | $4,810+61.4% | $4,305+80.3% | $4,299+80.6% |
| Participant deferral / active EE | $8,244 | $6,272+31.4% | $5,540+48.8% | $6,507+26.7% |
| Admin fee / account holder | $163 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |