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 | $24,136 | $179,726-86.6% | $156,263-84.6% | $142,382-83.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.66% | 77.86%-54.2pp | 59.47%-35.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,053 | $5,069-59.5% | $4,333-52.6% | $4,299-52.2% |
| Participant deferral / active EE | $4,325 | $6,956-37.8% | $6,158-29.8% | $6,507-33.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |