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 5-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 | $64,836 | $201,272-67.8% | $184,203-64.8% | $145,922-55.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.82% | 29.00%+8.8pp | 28.81%+9.0pp | 561.29%-523.5pp |
| Employer contribution / active EE | $4,395 | $7,022-37.4% | $6,427-31.6% | $4,660-5.7% |
| Participant deferral / active EE | $10,508 | $9,806+7.2% | $9,131+15.1% | $6,688+57.1% |
| Admin fee / account holder | $88 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |