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 | $169,207 | $127,100+33.1% | $105,738+60.0% | $135,375+25.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.82% | 4.49%-12.3pp | 6.27%-14.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,302 | $4,107+29.1% | $3,268+62.2% | $4,779+11.0% |
| Participant deferral / active EE | $16,820 | $5,064+232.1% | $4,080+312.3% | $5,609+199.9% |
| Admin fee / account holder | -$425 | $9,087-104.7% | $6,913-106.1% | $10,827-103.9% |