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 | $42,972 | $755,339-94.3% | $379,746-88.7% | $158,922-73.0% |
| Participation rate | 90.0% | 81.8%+8.2pp | 78.4%+11.6pp | 82.0%+8.0pp |
| Annual return | 23.64% | 53.41%-29.8pp | 34.90%-11.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $6,482 | $4,685+38.3% | $3,540+83.1% | $4,761+36.1% |
| Participant deferral / active EE | $12,869 | $7,938+62.1% | $6,024+113.6% | $5,982+115.1% |
| Admin fee / account holder | $88 | $14,482-99.4% | $7,927-98.9% | $11,246-99.2% |