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 | $131,814 | $142,344-7.4% | $119,609+10.2% | $134,475-2.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.79% | -12.44%-4.4pp | -14.97%-1.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,502 | $5,222-32.9% | $4,232-17.3% | $4,740-26.1% |
| Participant deferral / active EE | $10,025 | $6,469+55.0% | $5,602+79.0% | $6,400+56.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |