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 | $127,985 | $95,862+33.5% | $79,550+60.9% | $134,475-4.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.36% | -2.69%-13.7pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $12,342 | $3,128+294.6% | $2,413+411.5% | $4,740+160.4% |
| Participant deferral / active EE | $8,700 | $4,693+85.4% | $3,985+118.3% | $6,400+35.9% |
| Admin fee / account holder | $11 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |