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 | $15,841 | $95,266-83.4% | $82,389-80.8% | $142,382-88.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 26.25% | 25.74%+0.5pp | 28.67%-2.4pp | 217.08%-190.8pp |
| Employer contribution / active EE | $3,054 | $2,991+2.1% | $2,517+21.3% | $4,299-29.0% |
| Participant deferral / active EE | $2,811 | $4,809-41.5% | $4,155-32.3% | $6,507-56.8% |
| Admin fee / account holder | $13 | $8,563-99.9% | $7,231-99.8% | $12,624-99.9% |