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 | $22,627 | $95,971-76.4% | $74,550-69.6% | $135,375-83.3% |
| Participation rate | 70.8% | 75.7%-4.8pp | 69.1%+1.7pp | 82.6%-11.8pp |
| Annual return | -9.04% | 56.96%-66.0pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,558 | $2,716-42.6% | $1,961-20.5% | $4,779-67.4% |
| Participant deferral / active EE | $2,183 | $3,843-43.2% | $3,108-29.8% | $5,609-61.1% |
| Admin fee / account holder | $170 | $6,522-97.4% | $5,060-96.6% | $10,827-98.4% |