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 3-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 | $3,502 | $30,400-88.5% | $53,898-93.5% | $84,808-95.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 16.93% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $736 | $603+22.0% | $932-21.1% | $2,631-72.0% |
| Participant deferral / active EE | $961 | $1,199-19.9% | $1,826-47.4% | $4,212-77.2% |
| Admin fee / account holder | $276 | $1,993-86.2% | $2,491-88.9% | $7,344-96.2% |