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 7-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 | $17,501 | $121,625-85.6% | $104,607-83.3% | $158,922-89.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 39.22% | 465.26%-426.0pp | 340.46%-301.2pp | 302.83%-263.6pp |
| Employer contribution / active EE | $2,689 | $3,163-15.0% | $2,681+0.3% | $4,761-43.5% |
| Participant deferral / active EE | $8,809 | $4,177+110.9% | $3,740+135.6% | $5,982+47.3% |
| Admin fee / account holder | $61 | $7,787-99.2% | $6,473-99.1% | $11,246-99.5% |