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 | $53,842 | $214,378-74.9% | $200,582-73.2% | $142,382-62.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.32% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,937 | $6,841-13.2% | $6,419-7.5% | $4,299+38.1% |
| Participant deferral / active EE | $10,402 | $9,865+5.4% | $9,331+11.5% | $6,507+59.8% |
| Admin fee / account holder | $106 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |