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 | $156,960 | $154,117+1.8% | $129,995+20.7% | $139,434+12.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.25% | 32.48%-15.2pp | -137.18%+154.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,830 | $5,289-27.6% | $4,320-11.3% | $4,751-19.4% |
| Participant deferral / active EE | $12,002 | $6,710+78.9% | $5,820+106.2% | $6,710+78.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |