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 | $17,674 | $114,381-84.5% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 41.49% | 242.71%-201.2pp | 181.32%-139.8pp | 217.08%-175.6pp |
| Employer contribution / active EE | $2,097 | $4,015-47.8% | $3,754-44.1% | $4,299-51.2% |
| Participant deferral / active EE | $9,987 | $5,564+79.5% | $5,116+95.2% | $6,507+53.5% |
| Admin fee / account holder | $189 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |