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 | $70,071 | $74,888-6.4% | $71,209-1.6% | $142,382-50.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.49% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,526 | $2,854-11.5% | $2,721-7.2% | $4,299-41.2% |
| Participant deferral / active EE | $2,364 | $4,454-46.9% | $4,175-43.4% | $6,507-63.7% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |