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 | $20,952 | $85,022-75.4% | $70,515-70.3% | $139,434-85.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.57% | 30.38%-8.8pp | 32.77%-11.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,409 | $3,909-38.4% | $2,973-19.0% | $4,751-49.3% |
| Participant deferral / active EE | $5,972 | $5,890+1.4% | $4,567+30.8% | $6,710-11.0% |
| Admin fee / account holder | $225 | $8,906-97.5% | $6,412-96.5% | $11,403-98.0% |