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 9-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 | $55,149 | $228,332-75.8% | $185,823-70.3% | $158,922-65.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.35% | 40.80%-21.5pp | 35.95%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $5,010 | $4,967+0.9% | $4,087+22.6% | $4,761+5.2% |
| Participant deferral / active EE | $6,933 | $6,415+8.1% | $5,632+23.1% | $5,982+15.9% |
| Admin fee / account holder | $42 | $11,864-99.6% | $9,500-99.6% | $11,246-99.6% |