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 | $9,298 | $30,400-69.4% | $53,898-82.7% | $84,808-89.0% |
| Participation rate | 80.8% | 46.4%+34.3pp | 55.0%+25.8pp | 68.3%+12.5pp |
| Annual return | 88.83% | 500.19%-411.4pp | 528.60%-439.8pp | 40.90%+47.9pp |
| Employer contribution / active EE | $898 | $603+49.0% | $932-3.7% | $2,631-65.9% |
| Participant deferral / active EE | $2,189 | $1,199+82.6% | $1,826+19.9% | $4,212-48.0% |
| Admin fee / account holder | $41 | $1,993-98.0% | $2,491-98.4% | $7,344-99.4% |