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 | $26,125 | $179,726-85.5% | $156,263-83.3% | $142,382-81.7% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 24.27% | 77.86%-53.6pp | 59.47%-35.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,089 | $5,069-58.8% | $4,333-51.8% | $4,299-51.4% |
| Participant deferral / active EE | $4,493 | $6,956-35.4% | $6,158-27.0% | $6,507-31.0% |
| Admin fee / account holder | $65 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |