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 10-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 | $37,726 | $202,318-81.4% | $172,739-78.2% | $152,861-75.3% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 25.90% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,489 | $5,856-74.6% | $5,143-71.0% | $4,762-68.7% |
| Participant deferral / active EE | $4,239 | $5,948-28.7% | $5,198-18.4% | $5,850-27.5% |
| Admin fee / account holder | $296 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |