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 4-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 | $6,532 | $51,175-87.2% | $70,515-90.7% | $75,163-91.3% |
| Participation rate | 76.7% | 60.9%+15.7pp | 68.3%+8.3pp | 67.2%+9.5pp |
| Annual return | 266.96% | 30.02%+236.9pp | 32.77%+234.2pp | 160.62%+106.3pp |
| Employer contribution / active EE | $374 | $1,826-79.5% | $2,973-87.4% | $2,670-86.0% |
| Participant deferral / active EE | $1,603 | $2,849-43.7% | $4,567-64.9% | $4,125-61.1% |
| Admin fee / account holder | $284 | $4,091-93.1% | $6,412-95.6% | $5,651-95.0% |