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 | $33,182 | $183,519-81.9% | $155,509-78.7% | $145,922-77.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.13% | 61.17%-33.0pp | 64.67%-36.5pp | 561.29%-533.2pp |
| Employer contribution / active EE | $1,485 | $5,313-72.0% | $4,672-68.2% | $4,660-68.1% |
| Participant deferral / active EE | $4,979 | $6,462-22.9% | $5,626-11.5% | $6,688-25.5% |
| Admin fee / account holder | $131 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |