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 | $34,717 | $95,971-63.8% | $74,550-53.4% | $135,375-74.4% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.09% | 56.96%-63.1pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,263 | $2,716-53.5% | $1,961-35.6% | $4,779-73.6% |
| Participant deferral / active EE | $2,422 | $3,843-37.0% | $3,108-22.1% | $5,609-56.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |