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 | $28,825 | $108,919-73.5% | $100,391-71.3% | $145,922-80.2% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 13.97% | 57.88%-43.9pp | 49.20%-35.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,664 | $4,419-62.4% | $3,942-57.8% | $4,660-64.3% |
| Participant deferral / active EE | $8,846 | $8,445+4.7% | $8,082+9.5% | $6,688+32.3% |
| Admin fee / account holder | $240 | $9,689-97.5% | $7,899-97.0% | $13,397-98.2% |