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 | $132,760 | $197,825-32.9% | $155,790-14.8% | $125,391+5.9% |
| Participation rate | 73.3% | 82.1%-8.8pp | 76.1%-2.8pp | 83.2%-9.9pp |
| Annual return | 0.42% | 86.74%-86.3pp | 71.54%-71.1pp | 282.22%-281.8pp |
| Employer contribution / active EE | $3,703 | $4,847-23.6% | $3,836-3.5% | $4,866-23.9% |
| Participant deferral / active EE | $6,464 | $5,630+14.8% | $4,797+34.8% | $5,352+20.8% |
| Admin fee / account holder | $120 | $9,545-98.7% | $7,478-98.4% | $9,540-98.7% |