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 | $102,578 | $97,757+4.9% | $83,848+22.3% | $135,375-24.2% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.91% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,908 | $4,222-7.4% | $3,631+7.6% | $4,779-18.2% |
| Participant deferral / active EE | $5,580 | $4,682+19.2% | $4,082+36.7% | $5,609-0.5% |
| Admin fee / account holder | $276 | $6,674-95.9% | $5,478-95.0% | $10,827-97.4% |