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 5-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 | $10,873 | $96,635-88.7% | $86,612-87.4% | $139,434-92.2% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.8pp |
| Annual return | 25.06% | 106.41%-81.4pp | 591.07%-566.0pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,783 | $3,263-45.4% | $3,022-41.0% | $4,751-62.5% |
| Participant deferral / active EE | $3,974 | $4,836-17.8% | $4,438-10.4% | $6,710-40.8% |
| Admin fee / account holder | $160 | $6,408-97.5% | $5,614-97.1% | $11,403-98.6% |