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 6-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 | $32,919 | $105,860-68.9% | $90,749-63.7% | $134,475-75.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.53% | -11.01%-1.5pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,430 | $3,462-0.9% | $2,921+17.4% | $4,740-27.6% |
| Participant deferral / active EE | $8,167 | $5,216+56.6% | $4,564+78.9% | $6,400+27.6% |
| Admin fee / account holder | $17 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |