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 | $142,437 | $135,952+4.8% | $123,892+15.0% | $273,961-48.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.23% | 56.63%-51.4pp | 47.52%-42.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $8,771 | $5,170+69.7% | $4,617+90.0% | $4,869+80.1% |
| Participant deferral / active EE | $5,600 | $6,343-11.7% | $5,984-6.4% | $5,287+5.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |