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 | $41,143 | $167,307-75.4% | $143,757-71.4% | $134,475-69.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.33% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $6,775 | $5,619+20.6% | $4,951+36.8% | $4,740+42.9% |
| Participant deferral / active EE | $4,527 | $6,446-29.8% | $5,637-19.7% | $6,400-29.3% |
| Admin fee / account holder | $229 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |