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 | $16,690 | $72,400-76.9% | $67,502-75.3% | $145,922-88.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.12% | 7182.46%-7167.3pp | 3512.12%-3497.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,121 | $3,069-63.5% | $2,731-59.0% | $4,660-75.9% |
| Participant deferral / active EE | $4,102 | $4,783-14.2% | $4,000+2.6% | $6,688-38.7% |
| Admin fee / account holder | $15 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |