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 5-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 | $20,110 | $46,553-56.8% | $64,056-68.6% | $75,163-73.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.36% | 26.03%-4.7pp | 33.69%-12.3pp | 160.62%-139.3pp |
| Employer contribution / active EE | $3,319 | $1,974+68.1% | $2,747+20.8% | $2,670+24.3% |
| Participant deferral / active EE | $6,548 | $2,837+130.8% | $3,880+68.8% | $4,125+58.7% |
| Admin fee / account holder | $121 | $2,952-95.9% | $3,068-96.1% | $5,651-97.9% |