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 | $4,833 | $76,738-93.7% | $56,411-91.4% | $145,922-96.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.64% | 2994.23%-2971.6pp | 1701.33%-1678.7pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,492 | $1,380+8.1% | $1,039+43.6% | $4,660-68.0% |
| Participant deferral / active EE | $2,143 | $2,623-18.3% | $1,952+9.8% | $6,688-68.0% |
| Admin fee / account holder | $7 | $3,334-99.8% | $2,829-99.8% | $13,397-100.0% |