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 | $131,486 | $113,935+15.4% | $94,224+39.5% | $125,391+4.9% |
| Participation rate | 72.7% | 82.9%-10.2pp | 78.8%-6.0pp | 83.2%-10.5pp |
| Annual return | -2.78% | 5.29%-8.1pp | 10.68%-13.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $3,108 | $4,727-34.3% | $3,587-13.3% | $4,866-36.1% |
| Participant deferral / active EE | $6,962 | $5,179+34.4% | $4,320+61.2% | $5,352+30.1% |
| Admin fee / account holder | $10 | $8,391-99.9% | $6,269-99.8% | $9,540-99.9% |