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 | $21,547 | $44,960-52.1% | $84,966-74.6% | $74,495-71.1% |
| Participation rate | 88.3% | 49.4%+38.9pp | 67.5%+20.8pp | 67.2%+21.1pp |
| Annual return | 15.77% | 26.24%-10.5pp | 66.38%-50.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $5,309 | $1,457+264.3% | $2,727+94.7% | $2,623+102.4% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $177 | $2,209-92.0% | $6,149-97.1% | $1,942-90.9% |