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 | $36,008 | $97,757-63.2% | $83,848-57.1% | $135,375-73.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.18% | 1287.37%-1294.5pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $6,264 | $4,222+48.4% | $3,631+72.5% | $4,779+31.1% |
| Participant deferral / active EE | $3,343 | $4,682-28.6% | $4,082-18.1% | $5,609-40.4% |
| Admin fee / account holder | $119 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |