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 | $92,985 | $138,065-32.7% | $123,544-24.7% | $135,375-31.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.47% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,504 | $5,151-51.4% | $4,628-45.9% | $4,779-47.6% |
| Participant deferral / active EE | $5,126 | $6,799-24.6% | $6,426-20.2% | $5,609-8.6% |
| Admin fee / account holder | $55 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |