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 | $14,765 | $30,400-51.4% | $53,898-72.6% | $84,808-82.6% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 25.51% | 500.19%-474.7pp | 528.60%-503.1pp | 40.90%-15.4pp |
| Employer contribution / active EE | $343 | $603-43.0% | $932-63.2% | $2,631-86.9% |
| Participant deferral / active EE | $1,897 | $1,199+58.2% | $1,826+3.9% | $4,212-55.0% |
| Admin fee / account holder | $293 | $1,993-85.3% | $2,491-88.3% | $7,344-96.0% |