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 | $16,453 | $102,604-84.0% | $86,188-80.9% | $139,434-88.2% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 18.63% | 1922.51%-1903.9pp | 1168.45%-1149.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $918 | $3,032-69.7% | $2,380-61.4% | $4,751-80.7% |
| Participant deferral / active EE | $1,968 | $4,676-57.9% | $3,985-50.6% | $6,710-70.7% |
| Admin fee / account holder | $141 | $8,657-98.4% | $6,852-97.9% | $11,403-98.8% |