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 6-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 | $22,708 | $45,863-50.5% | $77,024-70.5% | $68,494-66.8% |
| Participation rate | 98.1% | 55.9%+42.2pp | 67.9%+30.2pp | 67.9%+30.2pp |
| Annual return | -9.59% | 1.72%-11.3pp | 42.32%-51.9pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,681 | $1,650+62.5% | $2,812-4.7% | $2,596+3.3% |
| Participant deferral / active EE | $4,755 | $2,962+60.5% | $4,426+7.4% | $4,027+18.1% |
| Admin fee / account holder | $299 | $3,041-90.2% | $5,425-94.5% | $5,403-94.5% |