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 | $21,850 | $127,065-82.8% | $113,168-80.7% | $142,382-84.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 103.98% | 24.03%+79.9pp | 24.27%+79.7pp | 217.08%-113.1pp |
| Employer contribution / active EE | $1,240 | $3,442-64.0% | $2,975-58.3% | $4,299-71.2% |
| Participant deferral / active EE | $4,916 | $5,716-14.0% | $5,107-3.7% | $6,507-24.4% |
| Admin fee / account holder | $279 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |