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 | $18,894 | $57,354-67.1% | $83,848-77.5% | $64,186-70.6% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | -7.61% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,037 | $2,545-20.0% | $3,631-43.9% | $2,381-14.5% |
| Participant deferral / active EE | $2,313 | $2,993-22.7% | $4,082-43.3% | $3,470-33.3% |
| Admin fee / account holder | $224 | $4,046-94.5% | $5,478-95.9% | $4,888-95.4% |