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 | $13,362 | $169,032-92.1% | $129,207-89.7% | $145,922-90.8% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 20.95% | 14330.11%-14309.2pp | 9417.33%-9396.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $706 | $5,537-87.3% | $4,153-83.0% | $4,660-84.9% |
| Participant deferral / active EE | $5,146 | $4,987+3.2% | $4,168+23.5% | $6,688-23.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |