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 10-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 | $20,294 | $106,890-81.0% | $84,015-75.8% | $152,861-86.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.67% | 104.99%-74.3pp | 71.31%-40.6pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,288 | $2,734-52.9% | $1,983-35.0% | $4,762-72.9% |
| Participant deferral / active EE | $3,234 | $4,011-19.4% | $3,239-0.2% | $5,850-44.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |