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 | $24,143 | $165,335-85.4% | $149,696-83.9% | $158,922-84.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 50.19% | 348.15%-298.0pp | 276.60%-226.4pp | 302.83%-252.6pp |
| Employer contribution / active EE | $3,188 | $5,103-37.5% | $4,644-31.4% | $4,761-33.0% |
| Participant deferral / active EE | $5,423 | $7,181-24.5% | $6,842-20.7% | $5,982-9.3% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |