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 | $18,433 | $148,534-87.6% | $135,903-86.4% | $139,434-86.8% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 23.21% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,732 | $5,243-67.0% | $4,856-64.3% | $4,751-63.5% |
| Participant deferral / active EE | $5,257 | $8,100-35.1% | $7,758-32.2% | $6,710-21.7% |
| Admin fee / account holder | $71 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |