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 6-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 | $82,058 | $131,829-37.8% | $108,579-24.4% | $273,961-70.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.10% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,600 | $4,912-47.1% | $3,758-30.8% | $4,869-46.6% |
| Participant deferral / active EE | $9,750 | $5,127+90.2% | $4,311+126.2% | $5,287+84.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |