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 | $82,560 | $160,055-48.4% | $140,016-41.0% | $135,375-39.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.80% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $16,667 | $6,420+159.6% | $5,606+197.3% | $4,779+248.8% |
| Participant deferral / active EE | $6,285 | $7,642-17.8% | $6,927-9.3% | $5,609+12.1% |
| Admin fee / account holder | $54 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |