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 5-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 | $177,916 | $201,272-11.6% | $184,203-3.4% | $145,922+21.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 80.83% | 29.00%+51.8pp | 28.81%+52.0pp | 561.29%-480.5pp |
| Employer contribution / active EE | $8,947 | $7,022+27.4% | $6,427+39.2% | $4,660+92.0% |
| Participant deferral / active EE | $16,541 | $9,806+68.7% | $9,131+81.1% | $6,688+147.3% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |