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 4-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 | $13,588 | $95,266-85.7% | $82,389-83.5% | $142,382-90.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.50% | 25.74%-2.2pp | 28.67%-5.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,544 | $2,991-48.4% | $2,517-38.6% | $4,299-64.1% |
| Participant deferral / active EE | $1,822 | $4,809-62.1% | $4,155-56.1% | $6,507-72.0% |
| Admin fee / account holder | $75 | $8,563-99.1% | $7,231-99.0% | $12,624-99.4% |