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 | $98,605 | $106,584-7.5% | $101,326-2.7% | $142,382-30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.65% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,943 | $3,956+50.2% | $3,665+62.1% | $4,299+38.2% |
| Participant deferral / active EE | $5,839 | $8,297-29.6% | $7,994-27.0% | $6,507-10.3% |
| Admin fee / account holder | $45 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |