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 7-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 | $22,350 | $107,452-79.2% | $91,541-75.6% | $142,382-84.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.46% | 22.06%-2.6pp | 20.50%-1.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,651 | $2,994-44.9% | $2,505-34.1% | $4,299-61.6% |
| Participant deferral / active EE | $2,563 | $4,754-46.1% | $4,008-36.1% | $6,507-60.6% |
| Admin fee / account holder | $197 | $8,834-97.8% | $6,956-97.2% | $12,624-98.4% |