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 6-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 | $6,035 | $74,888-91.9% | $71,209-91.5% | $142,382-95.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.46% | 345.14%-325.7pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,281 | $2,854-55.1% | $2,721-52.9% | $4,299-70.2% |
| Participant deferral / active EE | $2,027 | $4,454-54.5% | $4,175-51.5% | $6,507-68.9% |
| Admin fee / account holder | $266 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |