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 | $51,779 | $159,602-67.6% | $150,045-65.5% | $142,382-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.78% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,460 | $4,961-10.1% | $4,693-5.0% | $4,299+3.7% |
| Participant deferral / active EE | $13,332 | $8,310+60.4% | $7,997+66.7% | $6,507+104.9% |
| Admin fee / account holder | $195 | $14,846-98.7% | $13,435-98.5% | $12,624-98.5% |