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 | $18,965 | $65,409-71.0% | $98,442-80.7% | $85,850-77.9% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.3%+12.5pp |
| Annual return | 12.26% | 21.76%-9.5pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,399 | $3,166-24.2% | $4,276-43.9% | $3,952-39.3% |
| Admin fee / account holder | $244 | $4,593-94.7% | $5,949-95.9% | $6,260-96.1% |