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 | $16,279 | $74,888-78.3% | $71,209-77.1% | $142,382-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.72% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,488 | $2,854-47.9% | $2,721-45.3% | $4,299-65.4% |
| Participant deferral / active EE | $3,916 | $4,454-12.1% | $4,175-6.2% | $6,507-39.8% |
| Admin fee / account holder | $209 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |