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 10-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 | $36,375 | $197,591-81.6% | $177,821-79.5% | $158,922-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 40.74% | 58.76%-18.0pp | 48.32%-7.6pp | 302.83%-262.1pp |
| Employer contribution / active EE | $1,746 | $6,697-73.9% | $5,918-70.5% | $4,761-63.3% |
| Participant deferral / active EE | $5,623 | $8,405-33.1% | $7,714-27.1% | $5,982-6.0% |
| Admin fee / account holder | $122 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |