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 | $71,381 | $102,604-30.4% | $86,188-17.2% | $139,434-48.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 26.99% | 1922.51%-1895.5pp | 1168.45%-1141.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,025 | $3,032-33.2% | $2,380-14.9% | $4,751-57.4% |
| Participant deferral / active EE | $13,489 | $4,676+188.5% | $3,985+238.5% | $6,710+101.0% |
| Admin fee / account holder | $236 | $8,657-97.3% | $6,852-96.6% | $11,403-97.9% |