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 | $45,458 | $179,726-74.7% | $156,263-70.9% | $142,382-68.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.32% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,289 | $5,069-15.4% | $4,333-1.0% | $4,299-0.2% |
| Participant deferral / active EE | $10,291 | $6,956+47.9% | $6,158+67.1% | $6,507+58.1% |
| Admin fee / account holder | $250 | $17,272-98.6% | $14,255-98.2% | $12,624-98.0% |