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 | $13,460 | $99,877-86.5% | $84,966-84.2% | $145,922-90.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 10.23% | 83.76%-73.5pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $707 | $3,231-78.1% | $2,727-74.1% | $4,660-84.8% |
| Participant deferral / active EE | $1,460 | $5,291-72.4% | $4,519-67.7% | $6,688-78.2% |
| Admin fee / account holder | $172 | $7,248-97.6% | $6,149-97.2% | $13,397-98.7% |