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 6-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 | $16,576 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.71% | 79.19%-52.5pp | 68.23%-41.5pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,085 | $5,243-60.2% | $4,856-57.1% | $4,751-56.1% |
| Participant deferral / active EE | $5,494 | $8,100-32.2% | $7,758-29.2% | $6,710-18.1% |
| Admin fee / account holder | $125 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |