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 | $61,614 | $104,974-41.3% | $95,585-35.5% | $142,382-56.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.86% | 210.33%-186.5pp | 38.56%-14.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $8,712 | $2,779+213.5% | $2,527+244.8% | $4,299+102.6% |
| Participant deferral / active EE | $13,437 | $4,352+208.8% | $4,023+234.0% | $6,507+106.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |