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 | $33,485 | $100,754-66.8% | $86,677-61.4% | $134,475-75.1% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -17.59% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,366 | $3,489-3.5% | $2,836+18.7% | $4,740-29.0% |
| Participant deferral / active EE | $6,249 | $5,338+17.1% | $4,656+34.2% | $6,400-2.4% |
| Admin fee / account holder | $214 | $10,926-98.0% | $7,493-97.2% | $11,426-98.1% |