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 5-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 | $98,045 | $167,484-41.5% | $151,611-35.3% | $134,475-27.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.59% | 7.80%-28.4pp | 3.33%-23.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $11,247 | $6,829+64.7% | $6,166+82.4% | $4,740+137.3% |
| Participant deferral / active EE | $9,636 | $8,986+7.2% | $8,363+15.2% | $6,400+50.6% |
| Admin fee / account holder | $214 | $13,783-98.5% | $11,616-98.2% | $11,426-98.1% |