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 | $40,259 | $106,584-62.2% | $101,326-60.3% | $142,382-71.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.28% | 36.93%-14.6pp | 36.82%-14.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,413 | $3,956-13.7% | $3,665-6.9% | $4,299-20.6% |
| Participant deferral / active EE | $11,151 | $8,297+34.4% | $7,994+39.5% | $6,507+71.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |