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 8-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 | $64,670 | $152,587-57.6% | $125,175-48.3% | $152,861-57.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.74% | 54.84%-25.1pp | 43.79%-14.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $1,140 | $4,946-77.0% | $3,865-70.5% | $4,762-76.1% |
| Participant deferral / active EE | $19,860 | $5,868+238.5% | $4,937+302.3% | $5,850+239.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |