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 5-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 | $42,951 | $209,832-79.5% | $189,513-77.3% | $167,490-74.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.20% | 748.27%-725.1pp | 555.15%-532.0pp | 478.56%-455.4pp |
| Employer contribution / active EE | $13,611 | $6,914+96.9% | $6,162+120.9% | $4,837+181.4% |
| Participant deferral / active EE | $13,250 | $8,935+48.3% | $8,221+61.2% | $6,341+108.9% |
| Admin fee / account holder | $138 | $14,293-99.0% | $12,045-98.9% | $12,309-98.9% |