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 | $31,624 | $107,934-70.7% | $91,989-65.6% | $152,861-79.3% |
| Participation rate | 92.9% | 81.2%+11.7pp | 78.6%+14.2pp | 82.4%+10.4pp |
| Annual return | 24.72% | 89.24%-64.5pp | 69.02%-44.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $4,172 | $4,210-0.9% | $3,452+20.9% | $4,762-12.4% |
| Participant deferral / active EE | $9,510 | $6,364+49.4% | $5,923+60.6% | $5,850+62.6% |
| Admin fee / account holder | $207 | $10,520-98.0% | $7,743-97.3% | $11,596-98.2% |