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 3-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 | $21,462 | $159,602-86.6% | $150,045-85.7% | $142,382-84.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.41% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,786 | $4,961-43.8% | $4,693-40.6% | $4,299-35.2% |
| Participant deferral / active EE | $4,730 | $8,310-43.1% | $7,997-40.9% | $6,507-27.3% |
| Admin fee / account holder | $268 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |