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 | $10,384 | $60,022-82.7% | $88,946-88.3% | $84,808-87.8% |
| Participation rate | 86.7% | 57.8%+28.8pp | 68.8%+17.8pp | 68.3%+18.4pp |
| Annual return | 26.59% | 22.43%+4.2pp | 57.82%-31.2pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,074 | $1,703-36.9% | $2,555-58.0% | $2,631-59.2% |
| Participant deferral / active EE | $2,173 | $3,114-30.2% | $4,581-52.6% | $4,212-48.4% |
| Admin fee / account holder | $112 | $4,811-97.7% | $8,261-98.6% | $7,344-98.5% |