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 | $14,070 | $111,754-87.4% | $103,333-86.4% | $145,922-90.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 27.56% | 24.77%+2.8pp | 24.88%+2.7pp | 561.29%-533.7pp |
| Employer contribution / active EE | $1,727 | $4,212-59.0% | $3,868-55.4% | $4,660-62.9% |
| Participant deferral / active EE | $3,462 | $5,619-38.4% | $5,057-31.5% | $6,688-48.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |