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 | $87,836 | $159,602-45.0% | $150,045-41.5% | $142,382-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 153.96% | 70.24%+83.7pp | 62.55%+91.4pp | 217.08%-63.1pp |
| Employer contribution / active EE | $24,034 | $4,961+384.5% | $4,693+412.1% | $4,299+459.0% |
| Participant deferral / active EE | $20,365 | $8,310+145.1% | $7,997+154.7% | $6,507+213.0% |
| Admin fee / account holder | $245 | $14,846-98.3% | $13,435-98.2% | $12,624-98.1% |