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 5-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 | $12,301 | $100,773-87.8% | $88,946-86.2% | $142,382-91.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 20.38% | 70.18%-49.8pp | 57.82%-37.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $831 | $2,918-71.5% | $2,555-67.5% | $4,299-80.7% |
| Participant deferral / active EE | $1,390 | $5,230-73.4% | $4,581-69.7% | $6,507-78.6% |
| Admin fee / account holder | $263 | $9,693-97.3% | $8,261-96.8% | $12,624-97.9% |