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 | $121,151 | $159,602-24.1% | $150,045-19.3% | $142,382-14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.00% | 70.24%-50.2pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,666 | $4,961+54.5% | $4,693+63.3% | $4,299+78.3% |
| Participant deferral / active EE | $23,733 | $8,310+185.6% | $7,997+196.8% | $6,507+264.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |