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 10-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 | $56,536 | $114,047-50.4% | $96,139-41.2% | $167,490-66.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 15.08% | 189.88%-174.8pp | 191.94%-176.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $919 | $3,427-73.2% | $2,797-67.2% | $4,837-81.0% |
| Participant deferral / active EE | $2,350 | $5,194-54.8% | $4,349-46.0% | $6,341-62.9% |
| Admin fee / account holder | $19 | $6,897-99.7% | $5,537-99.7% | $12,309-99.8% |