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 | $93,917 | $82,664+13.6% | $125,339-25.1% | $68,494+37.1% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -11.45% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,874 | $3,381-44.6% | $4,814-61.1% | $2,596-27.8% |
| Participant deferral / active EE | $3,582 | $6,110-41.4% | $7,446-51.9% | $4,027-11.1% |
| Admin fee / account holder | $27 | $6,275-99.6% | $10,010-99.7% | $5,403-99.5% |