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 | $55,313 | $111,754-50.5% | $103,333-46.5% | $145,922-62.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,233 | $4,212-47.0% | $3,868-42.3% | $4,660-52.1% |
| Participant deferral / active EE | $3,527 | $5,619-37.2% | $5,057-30.3% | $6,688-47.3% |
| Admin fee / account holder | $23 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |