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 | $58,779 | $148,534-60.4% | $135,903-56.7% | $139,434-57.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.14% | 79.19%-55.0pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $6,828 | $5,243+30.2% | $4,856+40.6% | $4,751+43.7% |
| Participant deferral / active EE | $11,203 | $8,100+38.3% | $7,758+44.4% | $6,710+66.9% |
| Admin fee / account holder | $240 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |