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 6-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 | $18,890 | $100,773-81.3% | $88,946-78.8% | $142,382-86.7% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 17.73% | 70.18%-52.4pp | 57.82%-40.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,990 | $2,918-31.8% | $2,555-22.1% | $4,299-53.7% |
| Participant deferral / active EE | $2,659 | $5,230-49.2% | $4,581-42.0% | $6,507-59.1% |
| Admin fee / account holder | $278 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |