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 8-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 | $44,147 | $167,484-73.6% | $151,611-70.9% | $134,475-67.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.19% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,001 | $6,829-56.1% | $6,166-51.3% | $4,740-36.7% |
| Participant deferral / active EE | $4,482 | $8,986-50.1% | $8,363-46.4% | $6,400-30.0% |
| Admin fee / account holder | $280 | $13,783-98.0% | $11,616-97.6% | $11,426-97.5% |