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 | $11,580 | $74,888-84.5% | $71,209-83.7% | $142,382-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.58% | 345.14%-321.6pp | 282.51%-258.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,492 | $2,854-47.7% | $2,721-45.2% | $4,299-65.3% |
| Participant deferral / active EE | $1,544 | $4,454-65.3% | $4,175-63.0% | $6,507-76.3% |
| Admin fee / account holder | $160 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |