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 | $9,104 | $104,974-91.3% | $95,585-90.5% | $142,382-93.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 23.13% | 210.33%-187.2pp | 38.56%-15.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,669 | $2,779-39.9% | $2,527-34.0% | $4,299-61.2% |
| Participant deferral / active EE | $3,266 | $4,352-25.0% | $4,023-18.8% | $6,507-49.8% |
| Admin fee / account holder | $16 | $6,386-99.8% | $6,127-99.7% | $12,624-99.9% |