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 | $18,133 | $81,632-77.8% | $70,449-74.3% | $158,922-88.6% |
| Participation rate | 82.6% | 77.7%+4.9pp | 75.1%+7.6pp | 82.0%+0.7pp |
| Annual return | 26.49% | 208.40%-181.9pp | 109.03%-82.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,856 | $3,217-42.3% | $2,737-32.2% | $4,761-61.0% |
| Participant deferral / active EE | $6,544 | $4,554+43.7% | $3,709+76.4% | $5,982+9.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |