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 | $88,479 | $100,852-12.3% | $90,404-2.1% | $158,922-44.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 13.45% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $6,767 | $3,689+83.5% | $3,262+107.4% | $4,761+42.1% |
| Participant deferral / active EE | $5,819 | $4,348+33.8% | $3,963+46.8% | $5,982-2.7% |
| Admin fee / account holder | $41 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |