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 | $87,446 | $101,283-13.7% | $75,826+15.3% | $135,375-35.4% |
| Participation rate | 84.6% | 72.7%+11.9pp | 68.2%+16.4pp | 82.6%+2.0pp |
| Annual return | -4.96% | 3384.62%-3389.6pp | 1914.15%-1919.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $200 | $2,382-91.6% | $1,913-89.5% | $4,779-95.8% |
| Participant deferral / active EE | $7,463 | $3,469+115.1% | $2,862+160.7% | $5,609+33.1% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |