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 | $41,836 | $159,901-73.8% | $146,958-71.5% | $145,922-71.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.45% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $15,435 | $5,286+192.0% | $4,933+212.9% | $4,660+231.3% |
| Participant deferral / active EE | $8,681 | $8,428+3.0% | $8,070+7.6% | $6,688+29.8% |
| Admin fee / account holder | $160 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |