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 10-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 | $49,158 | $202,318-75.7% | $172,739-71.5% | $152,861-67.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 25.67% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,049 | $5,856-65.0% | $5,143-60.2% | $4,762-57.0% |
| Participant deferral / active EE | $5,179 | $5,948-12.9% | $5,198-0.4% | $5,850-11.5% |
| Admin fee / account holder | $191 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |