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 | $92,187 | $97,757-5.7% | $83,848+9.9% | $135,375-31.9% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -5.72% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,648 | $4,222-37.3% | $3,631-27.1% | $4,779-44.6% |
| Participant deferral / active EE | $6,504 | $4,682+38.9% | $4,082+59.3% | $5,609+16.0% |
| Admin fee / account holder | $17 | $6,674-99.8% | $5,478-99.7% | $10,827-99.8% |