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 6-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 | $25,990 | $121,625-78.6% | $104,607-75.2% | $158,922-83.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 38.02% | 465.26%-427.2pp | 340.46%-302.4pp | 302.83%-264.8pp |
| Employer contribution / active EE | $288 | $3,163-90.9% | $2,681-89.2% | $4,761-93.9% |
| Participant deferral / active EE | $7,016 | $4,177+67.9% | $3,740+87.6% | $5,982+17.3% |
| Admin fee / account holder | $134 | $7,787-98.3% | $6,473-97.9% | $11,246-98.8% |