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 9-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 | $11,806 | $95,561-87.6% | $77,163-84.7% | $139,434-91.5% |
| Participation rate | 95.2% | 73.9%+21.3pp | 69.6%+25.7pp | 80.3%+14.9pp |
| Annual return | 17.82% | 54.92%-37.1pp | 37.87%-20.1pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,573 | $3,147-50.0% | $2,535-37.9% | $4,751-66.9% |
| Participant deferral / active EE | $3,062 | $4,624-33.8% | $3,833-20.1% | $6,710-54.4% |
| Admin fee / account holder | $11 | $8,295-99.9% | $5,472-99.8% | $11,403-99.9% |