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 8-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 | $142,337 | $114,381+24.4% | $107,525+32.4% | $142,3820% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.88% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $14,890 | $4,015+270.9% | $3,754+296.7% | $4,299+246.4% |
| Participant deferral / active EE | $10,000 | $5,564+79.7% | $5,116+95.5% | $6,507+53.7% |
| Admin fee / account holder | $238 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |