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 10-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 | $24,352 | $97,044-74.9% | $83,333-70.8% | $135,375-82.0% |
| Participation rate | 84.6% | 80.4%+4.2pp | 77.8%+6.9pp | 82.6%+2.0pp |
| Annual return | -8.45% | 12.31%-20.8pp | 10.63%-19.1pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,553 | $4,143-38.4% | $3,379-24.4% | $4,779-46.6% |
| Participant deferral / active EE | $1,737 | $5,964-70.9% | $5,565-68.8% | $5,609-69.0% |
| Admin fee / account holder | $10 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |