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 6-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 | $43,036 | $100,773-57.3% | $88,946-51.6% | $142,382-69.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.28% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,108 | $2,918+6.5% | $2,555+21.6% | $4,299-27.7% |
| Participant deferral / active EE | $4,650 | $5,230-11.1% | $4,581+1.5% | $6,507-28.5% |
| Admin fee / account holder | $236 | $9,693-97.6% | $8,261-97.1% | $12,624-98.1% |