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 | $34,052 | $148,534-77.1% | $135,903-74.9% | $139,434-75.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.14% | 79.19%-52.0pp | 68.23%-41.1pp | 372.94%-345.8pp |
| Employer contribution / active EE | $4,045 | $5,243-22.9% | $4,856-16.7% | $4,751-14.9% |
| Participant deferral / active EE | $8,950 | $8,100+10.5% | $7,758+15.4% | $6,710+33.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |