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 9-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 | $147,599 | $95,266+54.9% | $82,389+79.1% | $142,382+3.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.59% | 25.74%-9.1pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,368 | $2,991-20.8% | $2,517-5.9% | $4,299-44.9% |
| Participant deferral / active EE | $9,706 | $4,809+101.8% | $4,155+133.6% | $6,507+49.2% |
| Admin fee / account holder | $171 | $8,563-98.0% | $7,231-97.6% | $12,624-98.6% |