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 9-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 | $13,399 | $69,207-80.6% | $64,056-79.1% | $139,434-90.4% |
| Participation rate | 78.3% | 75.6%+2.7pp | 72.3%+6.0pp | 80.3%-2.1pp |
| Annual return | 13.87% | 45.88%-32.0pp | 33.69%-19.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,193 | $3,182-62.5% | $2,747-56.6% | $4,751-74.9% |
| Participant deferral / active EE | $1,838 | $4,682-60.8% | $3,880-52.6% | $6,710-72.6% |
| Admin fee / account holder | $222 | $4,244-94.8% | $3,068-92.8% | $11,403-98.1% |