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 | $46,140 | $183,519-74.9% | $155,509-70.3% | $145,922-68.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,197 | $5,313-39.8% | $4,672-31.6% | $4,660-31.4% |
| Participant deferral / active EE | $8,145 | $6,462+26.0% | $5,626+44.8% | $6,688+21.8% |
| Admin fee / account holder | $287 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |