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 | $77,840 | $159,901-51.3% | $146,958-47.0% | $145,922-46.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.60% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $7,502 | $5,286+41.9% | $4,933+52.1% | $4,660+61.0% |
| Participant deferral / active EE | $9,524 | $8,428+13.0% | $8,070+18.0% | $6,688+42.4% |
| Admin fee / account holder | $299 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |