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 | $11,820 | $81,248-85.5% | $155,509-92.4% | $80,856-85.4% |
| Participation rate | 95.8% | 66.2%+29.6pp | 78.2%+17.6pp | 67.6%+28.2pp |
| Annual return | 15.11% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,503 | $3,100-19.3% | $4,672-46.4% | $2,755-9.1% |
| Participant deferral / active EE | $3,226 | $3,452-6.5% | $5,626-42.7% | $4,296-24.9% |
| Admin fee / account holder | $76 | $7,997-99.1% | $15,912-99.5% | $6,918-98.9% |