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 | $75,476 | $127,386-40.8% | $115,037-34.4% | $125,391-39.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.36% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $3,352 | $5,166-35.1% | $4,608-27.3% | $4,866-31.1% |
| Participant deferral / active EE | $8,121 | $6,423+26.4% | $6,026+34.8% | $5,352+51.7% |
| Admin fee / account holder | $172 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |