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 | $55,186 | $109,982-49.8% | $97,226-43.2% | $145,922-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.29% | 242.90%-223.6pp | 75.13%-55.8pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,389 | $3,084+9.9% | $2,729+24.2% | $4,660-27.3% |
| Participant deferral / active EE | $14,801 | $4,676+216.5% | $4,264+247.1% | $6,688+121.3% |
| Admin fee / account holder | $175 | $6,221-97.2% | $5,654-96.9% | $13,397-98.7% |