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 6-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 | $17,828 | $48,230-63.0% | $67,502-73.6% | $80,856-78.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 72.9%+18.0pp | 67.6%+23.3pp |
| Annual return | 14.64% | 18.28%-3.6pp | 3512.12%-3497.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,257 | $2,020-37.8% | $2,731-54.0% | $2,755-54.4% |
| Participant deferral / active EE | $3,181 | $2,924+8.8% | $4,000-20.5% | $4,296-26.0% |
| Admin fee / account holder | $207 | $3,681-94.4% | $3,998-94.8% | $6,918-97.0% |