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 | $61,429 | $201,272-69.5% | $184,203-66.7% | $145,922-57.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 49.17% | 29.00%+20.2pp | 28.81%+20.4pp | 561.29%-512.1pp |
| Employer contribution / active EE | $3,697 | $7,022-47.3% | $6,427-42.5% | $4,660-20.7% |
| Participant deferral / active EE | $6,128 | $9,806-37.5% | $9,131-32.9% | $6,688-8.4% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |