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 | $36,915 | $209,411-82.4% | $178,490-79.3% | $158,922-76.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.31% | 188.75%-161.4pp | 151.07%-123.8pp | 302.83%-275.5pp |
| Employer contribution / active EE | $12,682 | $5,706+122.2% | $5,011+153.1% | $4,761+166.4% |
| Participant deferral / active EE | $5,234 | $5,954-12.1% | $5,202+0.6% | $5,982-12.5% |
| Admin fee / account holder | $253 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |