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 | $5,976 | $88,751-93.3% | $81,812-92.7% | $145,922-95.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 66.21% | 1025.40%-959.2pp | 773.79%-707.6pp | 561.29%-495.1pp |
| Employer contribution / active EE | $1,998 | $3,083-35.2% | $2,912-31.4% | $4,660-57.1% |
| Participant deferral / active EE | $2,313 | $4,643-50.2% | $4,319-46.4% | $6,688-65.4% |
| Admin fee / account holder | $19 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |