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 | $134,449 | $214,378-37.3% | $200,582-33.0% | $142,382-5.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.01% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $9,960 | $6,841+45.6% | $6,419+55.2% | $4,299+131.7% |
| Participant deferral / active EE | $15,107 | $9,865+53.1% | $9,331+61.9% | $6,507+132.2% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |