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 | $19,796 | $118,450-83.3% | $98,439-79.9% | $139,434-85.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 35.71% | 18.94%+16.8pp | 21.16%+14.6pp | 372.94%-337.2pp |
| Employer contribution / active EE | $2,677 | $3,609-25.8% | $3,048-12.2% | $4,751-43.7% |
| Participant deferral / active EE | $8,060 | $5,392+49.5% | $4,738+70.1% | $6,710+20.1% |
| Admin fee / account holder | $65 | $14,026-99.5% | $8,948-99.3% | $11,403-99.4% |