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 10-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 | $125,167 | $115,770+8.1% | $101,248+23.6% | $158,922-21.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.59% | 56.14%-35.5pp | 46.47%-25.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $3,595 | $4,175-13.9% | $3,660-1.8% | $4,761-24.5% |
| Participant deferral / active EE | $3,672 | $4,957-25.9% | $4,370-16.0% | $5,982-38.6% |
| Admin fee / account holder | $48 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |