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 | $29,107 | $133,922-78.3% | $116,228-75.0% | $142,382-79.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 17.92% | 147.76%-129.8pp | 90.06%-72.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,432 | $3,446-58.5% | $2,994-52.2% | $4,299-66.7% |
| Participant deferral / active EE | $2,195 | $5,672-61.3% | $4,953-55.7% | $6,507-66.3% |
| Admin fee / account holder | $120 | $14,945-99.2% | $11,989-99.0% | $12,624-99.1% |