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 | $1,419 | $22,587-93.7% | $65,255-97.8% | $75,163-98.1% |
| Participation rate | 70.8% | 63.1%+7.7pp | 65.0%+5.9pp | 67.2%+3.6pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $438 | $941-53.5% | $1,691-74.1% | $2,670-83.6% |
| Participant deferral / active EE | $1,054 | $1,695-37.8% | $2,831-62.8% | $4,125-74.4% |
| Admin fee / account holder | $120 | $1,876-93.6% | $4,112-97.1% | $5,651-97.9% |