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 3-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 | $13,144 | $77,899-83.1% | $149,673-91.2% | $75,163-82.5% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 140.02% | 31.72%+108.3pp | 134.42%+5.6pp | 160.62%-20.6pp |
| Employer contribution / active EE | $4,166 | $3,137+32.8% | $4,818-13.5% | $2,670+56.1% |
| Participant deferral / active EE | $1,403 | $3,411-58.9% | $5,680-75.3% | $4,125-66.0% |
| Admin fee / account holder | $200 | $5,956-96.6% | $13,210-98.5% | $5,651-96.5% |