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 3-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 | $77,559 | $159,602-51.4% | $150,045-48.3% | $142,382-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.13% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $10,000 | $4,961+101.6% | $4,693+113.1% | $4,299+132.6% |
| Participant deferral / active EE | $19,538 | $8,310+135.1% | $7,997+144.3% | $6,507+200.2% |
| Admin fee / account holder | $166 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |