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 | $46,373 | $100,754-54.0% | $86,677-46.5% | $134,475-65.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.50% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,824 | $3,489-47.7% | $2,836-35.7% | $4,740-61.5% |
| Participant deferral / active EE | $5,413 | $5,338+1.4% | $4,656+16.3% | $6,400-15.4% |
| Admin fee / account holder | $65 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |