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 7-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 | $12,007 | $76,738-84.4% | $56,411-78.7% | $145,922-91.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,205 | $1,380-12.6% | $1,039+16.0% | $4,660-74.1% |
| Participant deferral / active EE | $2,733 | $2,623+4.2% | $1,952+40.0% | $6,688-59.1% |
| Admin fee / account holder | $37 | $3,334-98.9% | $2,829-98.7% | $13,397-99.7% |