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 | $57,723 | $49,280+17.1% | $67,313-14.2% | $64,186-10.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.20% | -1.39%-5.8pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,133 | $1,668+87.8% | $2,566+22.1% | $2,381+31.6% |
| Participant deferral / active EE | $6,201 | $2,484+149.6% | $3,568+73.8% | $3,470+78.7% |
| Admin fee / account holder | $18 | $3,863-99.5% | $4,507-99.6% | $4,888-99.6% |