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 3-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 | $18,170 | $107,452-83.1% | $91,541-80.2% | $142,382-87.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.16% | 22.06%-5.9pp | 20.50%-4.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,628 | $2,994+154.8% | $2,505+204.6% | $4,299+77.4% |
| Participant deferral / active EE | $3,608 | $4,754-24.1% | $4,008-10.0% | $6,507-44.6% |
| Admin fee / account holder | $73 | $8,834-99.2% | $6,956-98.9% | $12,624-99.4% |