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 10-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 | $16,268 | $100,852-83.9% | $90,404-82.0% | $158,922-89.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.98% | 1724.20%-1712.2pp | 1293.02%-1281.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,151 | $3,689-68.8% | $3,262-64.7% | $4,761-75.8% |
| Participant deferral / active EE | $1,687 | $4,348-61.2% | $3,963-57.4% | $5,982-71.8% |
| Admin fee / account holder | $260 | $6,501-96.0% | $5,611-95.4% | $11,246-97.7% |