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 | $61,018 | $74,888-18.5% | $71,209-14.3% | $142,382-57.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.31% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,947 | $2,854+3.2% | $2,721+8.3% | $4,299-31.5% |
| Participant deferral / active EE | $12,211 | $4,454+174.1% | $4,175+192.5% | $6,507+87.6% |
| Admin fee / account holder | $108 | $5,568-98.1% | $5,349-98.0% | $12,624-99.1% |