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 | $32,296 | $97,757-67.0% | $83,848-61.5% | $135,375-76.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.06% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,393 | $4,222-43.3% | $3,631-34.1% | $4,779-49.9% |
| Participant deferral / active EE | $1,878 | $4,682-59.9% | $4,082-54.0% | $5,609-66.5% |
| Admin fee / account holder | $221 | $6,674-96.7% | $5,478-96.0% | $10,827-98.0% |