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 | $72,674 | $201,272-63.9% | $184,203-60.5% | $145,922-50.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $8,680 | $7,022+23.6% | $6,427+35.1% | $4,660+86.3% |
| Participant deferral / active EE | $10,404 | $9,806+6.1% | $9,131+13.9% | $6,688+55.6% |
| Admin fee / account holder | $29 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |