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 | $77,759 | $104,106-25.3% | $71,086+9.4% | $135,375-42.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -4.15% | 1256.30%-1260.4pp | 650.59%-654.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,326 | $1,485-10.7% | $1,088+21.9% | $4,779-72.3% |
| Participant deferral / active EE | $2,183 | $2,527-13.6% | $1,874+16.5% | $5,609-61.1% |
| Admin fee / account holder | $38 | $4,142-99.1% | $3,082-98.8% | $10,827-99.7% |