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 3-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 | $37,265 | $117,983-68.4% | $101,794-63.4% | $142,382-73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 36.00% | 36.92%-0.9pp | 30.53%+5.5pp | 217.08%-181.1pp |
| Employer contribution / active EE | $7,442 | $2,773+168.4% | $2,289+225.1% | $4,299+73.1% |
| Participant deferral / active EE | $8,863 | $4,714+88.0% | $4,084+117.0% | $6,507+36.2% |
| Admin fee / account holder | $179 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |