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 8-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 | $66,119 | $81,900-19.3% | $119,609-44.7% | $68,494-3.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.35% | -23.82%+11.5pp | -14.97%+2.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $10,513 | $2,693+290.3% | $4,232+148.4% | $2,596+304.9% |
| Participant deferral / active EE | $8,098 | $4,148+95.2% | $5,602+44.6% | $4,027+101.1% |
| Admin fee / account holder | $225 | $6,582-96.6% | $10,323-97.8% | $5,403-95.8% |