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 7-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 | $36,386 | $90,348-59.7% | $75,972-52.1% | $145,922-75.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.78% | 620.88%-612.1pp | 359.55%-350.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,670 | $3,311-19.4% | $2,685-0.5% | $4,660-42.7% |
| Participant deferral / active EE | $4,439 | $5,162-14.0% | $4,255+4.3% | $6,688-33.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |