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 | $99,131 | $163,101-39.2% | $136,749-27.5% | $142,382-30.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 27.54%-8.6pp | 24.33%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $13,000 | $4,117+215.8% | $3,400+282.4% | $4,299+202.4% |
| Participant deferral / active EE | $26,000 | $5,585+365.5% | $4,692+454.1% | $6,507+299.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |