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 | $13,593 | $76,000-82.1% | $154,107-91.2% | $64,186-78.8% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,431 | $3,351-57.3% | $5,298-73.0% | $2,381-39.9% |
| Participant deferral / active EE | $2,576 | $3,175-18.9% | $5,081-49.3% | $3,470-25.8% |
| Admin fee / account holder | $247 | $5,596-95.6% | $13,411-98.2% | $4,888-94.9% |