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 | $56,617 | $92,222-38.6% | $76,768-26.2% | $135,375-58.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -4.99% | 5.46%-10.5pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,448 | $3,216-55.0% | $2,485-41.7% | $4,779-69.7% |
| Participant deferral / active EE | $7,752 | $4,509+71.9% | $3,852+101.3% | $5,609+38.2% |
| Admin fee / account holder | $19 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |