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 7-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 | $36,814 | $197,591-81.4% | $177,821-79.3% | $158,922-76.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 46.73% | 58.76%-12.0pp | 48.32%-1.6pp | 302.83%-256.1pp |
| Employer contribution / active EE | $4,470 | $6,697-33.3% | $5,918-24.5% | $4,761-6.1% |
| Participant deferral / active EE | $14,532 | $8,405+72.9% | $7,714+88.4% | $5,982+142.9% |
| Admin fee / account holder | $100 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |