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 | $36,490 | $93,571-61.0% | $135,903-73.1% | $75,163-51.5% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 20.02% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $5,600 | $3,537+58.3% | $4,856+15.3% | $2,670+109.8% |
| Participant deferral / active EE | $4,860 | $6,404-24.1% | $7,758-37.3% | $4,125+17.8% |
| Admin fee / account holder | $221 | $6,975-96.8% | $10,762-97.9% | $5,651-96.1% |