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 9-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 | $23,131 | $115,708-80.0% | $65,255-64.6% | $139,434-83.4% |
| Participation rate | 82.6% | 67.8%+14.8pp | 65.0%+17.6pp | 80.3%+2.3pp |
| Annual return | 26.24% | 31.19%-5.0pp | 47.35%-21.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,738 | $2,599-33.1% | $1,691+2.8% | $4,751-63.4% |
| Participant deferral / active EE | $6,600 | $4,240+55.7% | $2,831+133.2% | $6,710-1.6% |
| Admin fee / account holder | $29 | $6,698-99.6% | $4,112-99.3% | $11,403-99.7% |