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 8-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 | $39,398 | $175,202-77.5% | $149,673-73.7% | $139,434-71.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.08% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $3,467 | $5,474-36.7% | $4,818-28.0% | $4,751-27.0% |
| Participant deferral / active EE | $4,454 | $6,519-31.7% | $5,680-21.6% | $6,710-33.6% |
| Admin fee / account holder | $231 | $16,150-98.6% | $13,210-98.2% | $11,403-98.0% |