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 | $49,663 | $69,518-28.6% | $59,878-17.1% | $135,375-63.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -8.74% | 7.94%-16.7pp | 3.46%-12.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,427 | $3,235-25.0% | $2,722-10.8% | $4,779-49.2% |
| Participant deferral / active EE | $7,536 | $4,206+79.2% | $3,402+121.5% | $5,609+34.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |