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 9-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 | $75,904 | $133,958-43.3% | $112,228-32.4% | $134,475-43.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.82% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,255 | $4,038-44.1% | $3,635-37.9% | $4,740-52.4% |
| Participant deferral / active EE | $10,525 | $5,291+98.9% | $4,728+122.6% | $6,400+64.5% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |