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 | $5,553 | $70,756-92.2% | $65,493-91.5% | $142,382-96.1% |
| Participation rate | 73.9% | 77.4%-3.5pp | 73.1%+0.8pp | 80.1%-6.2pp |
| Annual return | 27.89% | 1754.89%-1727.0pp | 982.45%-954.6pp | 217.08%-189.2pp |
| Employer contribution / active EE | $580 | $2,881-79.9% | $2,574-77.5% | $4,299-86.5% |
| Participant deferral / active EE | $969 | $4,637-79.1% | $3,961-75.5% | $6,507-85.1% |
| Admin fee / account holder | $31 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |