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 3-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 | $11,538 | $117,983-90.2% | $101,794-88.7% | $142,382-91.9% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 22.79% | 36.92%-14.1pp | 30.53%-7.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,385 | $2,773-50.0% | $2,289-39.5% | $4,299-67.8% |
| Participant deferral / active EE | $1,778 | $4,714-62.3% | $4,084-56.5% | $6,507-72.7% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |