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 | $23,683 | $148,534-84.1% | $135,903-82.6% | $139,434-83.0% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 21.75% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,890 | $5,243-64.0% | $4,856-61.1% | $4,751-60.2% |
| Participant deferral / active EE | $6,585 | $8,100-18.7% | $7,758-15.1% | $6,710-1.9% |
| Admin fee / account holder | $228 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |