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 8-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 | $23,017 | $118,849-80.6% | $96,562-76.2% | $167,490-86.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.39% | 50.49%-36.1pp | 37.78%-23.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,997 | $3,120-36.0% | $2,356-15.3% | $4,837-58.7% |
| Participant deferral / active EE | $3,145 | $4,616-31.9% | $3,849-18.3% | $6,341-50.4% |
| Admin fee / account holder | $84 | $8,065-99.0% | $6,181-98.6% | $12,309-99.3% |