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 | $86,789 | $133,958-35.2% | $112,228-22.7% | $134,475-35.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.91% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,890 | $4,038-28.4% | $3,635-20.5% | $4,740-39.0% |
| Participant deferral / active EE | $8,458 | $5,291+59.9% | $4,728+78.9% | $6,400+32.2% |
| Admin fee / account holder | $261 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |