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 9-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 | $75,379 | $159,901-52.9% | $146,958-48.7% | $145,922-48.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 22.45% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $3,043 | $5,286-42.4% | $4,933-38.3% | $4,660-34.7% |
| Participant deferral / active EE | $4,565 | $8,428-45.8% | $8,070-43.4% | $6,688-31.7% |
| Admin fee / account holder | $24 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |