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 6-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 | $124,198 | $183,519-32.3% | $155,509-20.1% | $145,922-14.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.90% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $9,545 | $5,313+79.7% | $4,672+104.3% | $4,660+104.8% |
| Participant deferral / active EE | $7,327 | $6,462+13.4% | $5,626+30.2% | $6,688+9.6% |
| Admin fee / account holder | $15 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |