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 4-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 | $61,775 | $111,754-44.7% | $103,333-40.2% | $145,922-57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,668 | $4,212-36.7% | $3,868-31.0% | $4,660-42.7% |
| Participant deferral / active EE | $5,553 | $5,619-1.2% | $5,057+9.8% | $6,688-17.0% |
| Admin fee / account holder | $105 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |