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 | $50,836 | $159,602-68.1% | $150,045-66.1% | $142,382-64.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.50% | 70.24%-46.7pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,756 | $4,961-44.4% | $4,693-41.3% | $4,299-35.9% |
| Participant deferral / active EE | $6,947 | $8,310-16.4% | $7,997-13.1% | $6,507+6.8% |
| Admin fee / account holder | $201 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |