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 | $165,302 | $210,648-21.5% | $177,989-7.1% | $145,922+13.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.00% | 385.86%-376.9pp | 294.48%-285.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,649 | $4,565-42.0% | $3,949-32.9% | $4,660-43.1% |
| Participant deferral / active EE | $10,514 | $6,958+51.1% | $6,276+67.5% | $6,688+57.2% |
| Admin fee / account holder | $119 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |