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 | $55,431 | $138,065-59.9% | $123,544-55.1% | $135,375-59.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.43% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,566 | $5,151-50.2% | $4,628-44.6% | $4,779-46.3% |
| Participant deferral / active EE | $11,175 | $6,799+64.4% | $6,426+73.9% | $5,609+99.2% |
| Admin fee / account holder | $22 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |