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 | $6,522 | $100,773-93.5% | $88,946-92.7% | $142,382-95.4% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 40.18% | 70.18%-30.0pp | 57.82%-17.6pp | 217.08%-176.9pp |
| Employer contribution / active EE | $1,025 | $2,918-64.9% | $2,555-59.9% | $4,299-76.2% |
| Participant deferral / active EE | $1,772 | $5,230-66.1% | $4,581-61.3% | $6,507-72.8% |
| Admin fee / account holder | $30 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |