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 8-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 | $68,046 | $183,963-63.0% | $162,163-58.0% | $152,861-55.5% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 23.27% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,314 | $8,034+53.3% | $7,298+68.7% | $5,850+110.5% |
| Admin fee / account holder | $122 | $13,121-99.1% | $10,843-98.9% | $11,596-98.9% |