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 | $210,212 | $138,065+52.3% | $123,544+70.2% | $135,375+55.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.65% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,639 | $5,151-29.4% | $4,628-21.4% | $4,779-23.9% |
| Participant deferral / active EE | $13,224 | $6,799+94.5% | $6,426+105.8% | $5,609+135.8% |
| Admin fee / account holder | $134 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |