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 | $107,436 | $167,484-35.9% | $151,611-29.1% | $134,475-20.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -18.04% | 7.80%-25.8pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,592 | $6,829-47.4% | $6,166-41.7% | $4,740-24.2% |
| Participant deferral / active EE | $13,761 | $8,986+53.1% | $8,363+64.5% | $6,400+115.0% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |