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 4-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 | $45,305 | $183,519-75.3% | $155,509-70.9% | $145,922-69.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.71% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $8,057 | $5,313+51.7% | $4,672+72.4% | $4,660+72.9% |
| Participant deferral / active EE | $7,033 | $6,462+8.8% | $5,626+25.0% | $6,688+5.2% |
| Admin fee / account holder | $64 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |