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 | $86,378 | $177,572-51.4% | $154,803-44.2% | $142,382-39.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.68% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,982 | $4,810+3.6% | $4,305+15.7% | $4,299+15.9% |
| Participant deferral / active EE | $6,882 | $6,272+9.7% | $5,540+24.2% | $6,507+5.8% |
| Admin fee / account holder | -$165 | $16,786-101.0% | $14,329-101.1% | $12,624-101.3% |