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 | $59,064 | $81,900-27.9% | $119,609-50.6% | $68,494-13.8% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -16.92% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,768 | $2,693+2.8% | $4,232-34.6% | $2,596+6.6% |
| Participant deferral / active EE | $5,445 | $4,148+31.3% | $5,602-2.8% | $4,027+35.2% |
| Admin fee / account holder | $165 | $6,582-97.5% | $10,323-98.4% | $5,403-97.0% |