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 | $20,235 | $74,888-73.0% | $71,209-71.6% | $142,382-85.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 17.21% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,479 | $2,854-48.2% | $2,721-45.6% | $4,299-65.6% |
| Participant deferral / active EE | $3,646 | $4,454-18.1% | $4,175-12.7% | $6,507-44.0% |
| Admin fee / account holder | $76 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |