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 | $8,784 | $64,839-86.5% | $95,585-90.8% | $84,808-89.6% |
| Participation rate | 97.6% | 63.8%+33.8pp | 72.1%+25.5pp | 68.3%+29.3pp |
| Annual return | 24.82% | -670.96%+695.8pp | 38.56%-13.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $956 | $1,759-45.7% | $2,527-62.2% | $2,631-63.7% |
| Participant deferral / active EE | $1,955 | $2,965-34.1% | $4,023-51.4% | $4,212-53.6% |
| Admin fee / account holder | $188 | $5,964-96.8% | $6,127-96.9% | $7,344-97.4% |