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 | $104,813 | $105,860-1.0% | $90,749+15.5% | $134,475-22.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.86% | -11.01%-7.9pp | -12.16%-6.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,500 | $3,462-27.8% | $2,921-14.4% | $4,740-47.3% |
| Participant deferral / active EE | $2,730 | $5,216-47.7% | $4,564-40.2% | $6,400-57.3% |
| Admin fee / account holder | $98 | $13,938-99.3% | $8,445-98.8% | $11,426-99.1% |