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 | $16,650 | $44,103-62.2% | $75,826-78.0% | $64,186-74.1% |
| Participation rate | 94.0% | 62.7%+31.3pp | 68.2%+25.8pp | 69.6%+24.4pp |
| Annual return | -8.38% | -4.72%-3.7pp | 1914.15%-1922.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,497 | $1,446+3.5% | $1,913-21.8% | $2,381-37.1% |
| Participant deferral / active EE | $3,059 | $2,204+38.8% | $2,862+6.9% | $3,470-11.8% |
| Admin fee / account holder | $123 | $3,506-96.5% | $4,726-97.4% | $4,888-97.5% |