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 | $32,466 | $88,751-63.4% | $81,812-60.3% | $145,922-77.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 10.11% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,870 | $3,083-39.4% | $2,912-35.8% | $4,660-59.9% |
| Participant deferral / active EE | $3,471 | $4,643-25.2% | $4,319-19.6% | $6,688-48.1% |
| Admin fee / account holder | $253 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |