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 9-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 | $13,718 | $81,632-83.2% | $70,449-80.5% | $158,922-91.4% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 18.13% | 208.40%-190.3pp | 109.03%-90.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,055 | $3,217-67.2% | $2,737-61.4% | $4,761-77.8% |
| Participant deferral / active EE | $1,689 | $4,554-62.9% | $3,709-54.5% | $5,982-71.8% |
| Admin fee / account holder | $90 | $6,193-98.5% | $3,845-97.7% | $11,246-99.2% |