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 | $25,410 | $70,756-64.1% | $65,493-61.2% | $142,382-82.2% |
| Participation rate | 87.0% | 77.4%+9.6pp | 73.1%+13.9pp | 80.1%+6.8pp |
| Annual return | 17.94% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,044 | $2,881-29.0% | $2,574-20.6% | $4,299-52.5% |
| Participant deferral / active EE | $4,239 | $4,637-8.6% | $3,961+7.0% | $6,507-34.8% |
| Admin fee / account holder | $59 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |