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 | $73,715 | $82,286-10.4% | $68,791+7.2% | $134,475-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.00% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,601 | $3,301-21.2% | $2,655-2.0% | $4,740-45.1% |
| Participant deferral / active EE | $13,441 | $4,739+183.7% | $3,941+241.0% | $6,400+110.0% |
| Admin fee / account holder | $204 | $6,481-96.9% | $4,932-95.9% | $11,426-98.2% |