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 8-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 | $14,571 | $30,400-52.1% | $53,898-73.0% | $84,808-82.8% |
| Participation rate | 92.0% | 46.4%+45.6pp | 55.0%+37.0pp | 68.3%+23.7pp |
| Annual return | 17.14% | 500.19%-483.0pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $920 | $603+52.6% | $932-1.3% | $2,631-65.0% |
| Participant deferral / active EE | $3,508 | $1,199+192.7% | $1,826+92.1% | $4,212-16.7% |
| Admin fee / account holder | $142 | $1,993-92.9% | $2,491-94.3% | $7,344-98.1% |