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 | $11,159 | $76,738-85.5% | $56,411-80.2% | $145,922-92.4% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 18.42% | 2994.23%-2975.8pp | 1701.33%-1682.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,204 | $1,380-12.7% | $1,039+16.0% | $4,660-74.2% |
| Participant deferral / active EE | $3,615 | $2,623+37.8% | $1,952+85.2% | $6,688-46.0% |
| Admin fee / account holder | $127 | $3,334-96.2% | $2,829-95.5% | $13,397-99.0% |