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 | $20,450 | $73,933-72.3% | $96,683-78.8% | $75,163-72.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 70.97% | 26.70%+44.3pp | 35.69%+35.3pp | 160.62%-89.6pp |
| Employer contribution / active EE | $4,484 | $2,928+53.2% | $3,737+20.0% | $2,670+68.0% |
| Participant deferral / active EE | $6,978 | $3,659+90.7% | $4,878+43.0% | $4,125+69.1% |
| Admin fee / account holder | $270 | $5,216-94.8% | $6,730-96.0% | $5,651-95.2% |