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 | $41,642 | $190,805-78.2% | $159,960-74.0% | $134,475-69.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.02% | 552.23%-562.3pp | 408.60%-418.6pp | 417.96%-428.0pp |
| Employer contribution / active EE | $6,539 | $4,995+30.9% | $4,226+54.8% | $4,740+38.0% |
| Participant deferral / active EE | $15,925 | $6,923+130.0% | $6,182+157.6% | $6,400+148.8% |
| Admin fee / account holder | $218 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |