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 7-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 | $176,431 | $106,515+65.6% | $96,683+82.5% | $139,434+26.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.44% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $29,152 | $4,103+610.5% | $3,737+680.1% | $4,751+513.6% |
| Participant deferral / active EE | $16,235 | $5,454+197.7% | $4,878+232.8% | $6,710+141.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |