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 | $51,846 | $82,664-37.3% | $125,339-58.6% | $68,494-24.3% |
| Participation rate | 87.1% | 75.0%+12.1pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,853 | $6,110+110.3% | $7,446+72.6% | $4,027+219.2% |
| Admin fee / account holder | $137 | $6,275-97.8% | $10,010-98.6% | $5,403-97.5% |