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 | $14,756 | $114,381-87.1% | $107,525-86.3% | $142,382-89.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 79.58% | 242.71%-163.1pp | 181.32%-101.7pp | 217.08%-137.5pp |
| Employer contribution / active EE | $1,247 | $4,015-68.9% | $3,754-66.8% | $4,299-71.0% |
| Participant deferral / active EE | $1,642 | $5,564-70.5% | $5,116-67.9% | $6,507-74.8% |
| Admin fee / account holder | $32 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |