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 | $30,513 | $138,065-77.9% | $123,544-75.3% | $135,375-77.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -1.43% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,441 | $5,151-72.0% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $3,687 | $6,799-45.8% | $6,426-42.6% | $5,609-34.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |