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 9-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 | $38,040 | $165,335-77.0% | $149,696-74.6% | $158,922-76.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 22.77% | 348.15%-325.4pp | 276.60%-253.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,208 | $5,103-56.7% | $4,644-52.5% | $4,761-53.6% |
| Participant deferral / active EE | $8,150 | $7,181+13.5% | $6,842+19.1% | $5,982+36.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |