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 | $23,087 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.25% | 65.07%-38.8pp | 58.88%-32.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,883 | $4,810-60.9% | $4,305-56.3% | $4,299-56.2% |
| Participant deferral / active EE | $5,812 | $6,272-7.3% | $5,540+4.9% | $6,507-10.7% |
| Admin fee / account holder | $157 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |