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 9-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 | $50,907 | $133,958-62.0% | $112,228-54.6% | $134,475-62.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.13% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,151 | $4,038-71.5% | $3,635-68.3% | $4,740-75.7% |
| Participant deferral / active EE | $4,277 | $5,291-19.2% | $4,728-9.5% | $6,400-33.2% |
| Admin fee / account holder | $189 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |