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 9-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 | $28,543 | $165,335-82.7% | $149,696-80.9% | $158,922-82.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 27.66% | 348.15%-320.5pp | 276.60%-248.9pp | 302.83%-275.2pp |
| Employer contribution / active EE | $4,039 | $5,103-20.8% | $4,644-13.0% | $4,761-15.2% |
| Participant deferral / active EE | $11,017 | $7,181+53.4% | $6,842+61.0% | $5,982+84.2% |
| Admin fee / account holder | $85 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |