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 | $23,466 | $54,350-56.8% | $82,719-71.6% | $68,494-65.7% |
| Participation rate | 87.9% | 63.9%+24.0pp | 72.6%+15.3pp | 67.9%+20.0pp |
| Annual return | -18.48% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,646 | $2,218+19.3% | $3,009-12.1% | $2,596+1.9% |
| Participant deferral / active EE | $5,354 | $3,246+64.9% | $4,395+21.8% | $4,027+32.9% |
| Admin fee / account holder | $124 | $4,395-97.2% | $5,329-97.7% | $5,403-97.7% |