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 9-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 | $59,080 | $100,754-41.4% | $86,677-31.8% | $134,475-56.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.78% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,980 | $3,489+71.4% | $2,836+110.8% | $4,740+26.2% |
| Participant deferral / active EE | $6,263 | $5,338+17.3% | $4,656+34.5% | $6,400-2.1% |
| Admin fee / account holder | $266 | $10,926-97.6% | $7,493-96.4% | $11,426-97.7% |