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 | $28,858 | $227,553-87.3% | $189,557-84.8% | $167,490-82.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 61.22% | 78.40%-17.2pp | 64.17%-3.0pp | 478.56%-417.3pp |
| Employer contribution / active EE | $18,038 | $5,316+239.3% | $4,412+308.8% | $4,837+272.9% |
| Participant deferral / active EE | $9,239 | $7,002+32.0% | $6,174+49.7% | $6,341+45.7% |
| Admin fee / account holder | $97 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |