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 | $22,536 | $100,852-77.7% | $90,404-75.1% | $158,922-85.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 19.65% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,538 | $3,689-31.2% | $3,262-22.2% | $4,761-46.7% |
| Participant deferral / active EE | $4,138 | $4,348-4.8% | $3,963+4.4% | $5,982-30.8% |
| Admin fee / account holder | $31 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |