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 | $22,761 | $108,172-79.0% | $77,482-70.6% | $158,922-85.7% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 16.10% | 31.67%-15.6pp | 54.79%-38.7pp | 302.83%-286.7pp |
| Employer contribution / active EE | $983 | $1,325-25.8% | $986-0.4% | $4,761-79.4% |
| Participant deferral / active EE | $879 | $2,456-64.2% | $1,861-52.8% | $5,982-85.3% |
| Admin fee / account holder | $106 | $3,708-97.2% | $2,858-96.3% | $11,246-99.1% |