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 | $52,311 | $177,572-70.5% | $154,803-66.2% | $142,382-63.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 23.76% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $12,288 | $4,810+155.4% | $4,305+185.4% | $4,299+185.8% |
| Participant deferral / active EE | $7,199 | $6,272+14.8% | $5,540+29.9% | $6,507+10.6% |
| Admin fee / account holder | $254 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |