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 4-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 | $29,909 | $94,752-68.4% | $112,887-73.5% | $139,434-78.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 31.31% | 40.88%-9.6pp | 34.10%-2.8pp | 372.94%-341.6pp |
| Employer contribution / active EE | $4,072 | $4,625-12.0% | $4,563-10.8% | $4,751-14.3% |
| Participant deferral / active EE | $14,968 | $6,512+129.8% | $6,513+129.8% | $6,710+123.1% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |