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 | $38,029 | $227,553-83.3% | $189,557-79.9% | $167,490-77.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.73% | 78.40%-69.7pp | 64.17%-55.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $3,608 | $5,316-32.1% | $4,412-18.2% | $4,837-25.4% |
| Participant deferral / active EE | $10,732 | $7,002+53.3% | $6,174+73.8% | $6,341+69.2% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |