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 | $24,425 | $165,335-85.2% | $149,696-83.7% | $158,922-84.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 32.78% | 348.15%-315.4pp | 276.60%-243.8pp | 302.83%-270.0pp |
| Employer contribution / active EE | $1,852 | $5,103-63.7% | $4,644-60.1% | $4,761-61.1% |
| Participant deferral / active EE | $4,464 | $7,181-37.8% | $6,842-34.8% | $5,982-25.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |