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 | $15,376 | $114,381-86.6% | $107,525-85.7% | $142,382-89.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.39% | 242.71%-212.3pp | 181.32%-150.9pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,352 | $4,015-66.3% | $3,754-64.0% | $4,299-68.5% |
| Participant deferral / active EE | $1,964 | $5,564-64.7% | $5,116-61.6% | $6,507-69.8% |
| Admin fee / account holder | $131 | $9,860-98.7% | $8,919-98.5% | $12,624-99.0% |