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 | $21,439 | $148,534-85.6% | $135,903-84.2% | $139,434-84.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.56% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,975 | $5,243-62.3% | $4,856-59.3% | $4,751-58.4% |
| Participant deferral / active EE | $6,249 | $8,100-22.9% | $7,758-19.4% | $6,710-6.9% |
| Admin fee / account holder | $218 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |