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 | $94,409 | $131,829-28.4% | $108,579-13.1% | $273,961-65.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 8.39% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,866 | $4,912-41.7% | $3,758-23.8% | $4,869-41.1% |
| Participant deferral / active EE | $7,986 | $5,127+55.8% | $4,311+85.3% | $5,287+51.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |