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 4-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 | $5,157 | $74,888-93.1% | $71,209-92.8% | $142,382-96.4% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 25.20% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,862 | $4,454-58.2% | $4,175-55.4% | $6,507-71.4% |
| Admin fee / account holder | $253 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |