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 | $2,314 | $76,738-97.0% | $56,411-95.9% | $145,922-98.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $789 | $1,380-42.8% | $1,039-24.0% | $4,660-83.1% |
| Participant deferral / active EE | $871 | $2,623-66.8% | $1,952-55.4% | $6,688-87.0% |
| Admin fee / account holder | $144 | $3,334-95.7% | $2,829-94.9% | $13,397-98.9% |