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 | $48,879 | $168,632-71.0% | $147,614-66.9% | $125,391-61.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.34% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,268 | $6,252-63.7% | $5,564-59.2% | $4,866-53.4% |
| Participant deferral / active EE | $3,943 | $5,507-28.4% | $4,895-19.5% | $5,352-26.3% |
| Admin fee / account holder | $65 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |