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 5-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 | $73,008 | $106,515-31.5% | $96,683-24.5% | $139,434-47.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 70.44% | 38.43%+32.0pp | 35.69%+34.7pp | 372.94%-302.5pp |
| Employer contribution / active EE | $10,914 | $4,103+166.0% | $3,737+192.1% | $4,751+129.7% |
| Participant deferral / active EE | $8,063 | $5,454+47.8% | $4,878+65.3% | $6,710+20.2% |
| Admin fee / account holder | $204 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |