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 | $4,110 | $70,606-94.2% | $53,898-92.4% | $142,382-97.1% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 21.66% | 619.81%-598.2pp | 528.60%-506.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $568 | $1,202-52.7% | $932-39.0% | $4,299-86.8% |
| Participant deferral / active EE | $576 | $2,364-75.7% | $1,826-68.5% | $6,507-91.2% |
| Admin fee / account holder | $117 | $2,852-95.9% | $2,491-95.3% | $12,624-99.1% |