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 | $5,599 | $30,400-81.6% | $53,898-89.6% | $84,808-93.4% |
| Participation rate | 92.3% | 46.4%+45.9pp | 55.0%+37.3pp | 68.3%+24.0pp |
| Annual return | 24.81% | 500.19%-475.4pp | 528.60%-503.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $572 | $603-5.1% | $932-38.6% | $2,631-78.3% |
| Participant deferral / active EE | $2,283 | $1,199+90.5% | $1,826+25.0% | $4,212-45.8% |
| Admin fee / account holder | $69 | $1,993-96.6% | $2,491-97.2% | $7,344-99.1% |