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 | $34,547 | $160,055-78.4% | $140,016-75.3% | $135,375-74.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 510.52% | 911.38%-400.9pp | 651.12%-140.6pp | 519.73%-9.2pp |
| Employer contribution / active EE | $6,302 | $6,420-1.8% | $5,606+12.4% | $4,779+31.9% |
| Participant deferral / active EE | $7,954 | $7,642+4.1% | $6,927+14.8% | $5,609+41.8% |
| Admin fee / account holder | $117 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |