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 4-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 | $33,041 | $111,754-70.4% | $103,333-68.0% | $145,922-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.12% | 24.77%+3.3pp | 24.88%+3.2pp | 561.29%-533.2pp |
| Employer contribution / active EE | $2,327 | $4,212-44.8% | $3,868-39.8% | $4,660-50.1% |
| Participant deferral / active EE | $6,124 | $5,619+9.0% | $5,057+21.1% | $6,688-8.4% |
| Admin fee / account holder | $286 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |