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 | $4,409 | $88,751-95.0% | $81,812-94.6% | $145,922-97.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.36% | 1025.40%-1000.0pp | 773.79%-748.4pp | 561.29%-535.9pp |
| Employer contribution / active EE | $2,096 | $3,083-32.0% | $2,912-28.0% | $4,660-55.0% |
| Participant deferral / active EE | $2,509 | $4,643-46.0% | $4,319-41.9% | $6,688-62.5% |
| Admin fee / account holder | $152 | $8,415-98.2% | $7,386-97.9% | $13,397-98.9% |