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 8-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 | $24,893 | $69,518-64.2% | $59,878-58.4% | $135,375-81.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.87% | 7.94%-0.1pp | 3.46%+4.4pp | 519.73%-511.9pp |
| Employer contribution / active EE | $2,418 | $3,235-25.3% | $2,722-11.2% | $4,779-49.4% |
| Participant deferral / active EE | $3,701 | $4,206-12.0% | $3,402+8.8% | $5,609-34.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |