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 | $41,865 | $210,648-80.1% | $177,989-76.5% | $145,922-71.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 25.12% | 385.86%-360.7pp | 294.48%-269.4pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,391 | $4,565-69.5% | $3,949-64.8% | $4,660-70.2% |
| Participant deferral / active EE | $2,385 | $6,958-65.7% | $6,276-62.0% | $6,688-64.3% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |