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 4-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 | $25,988 | $84,695-69.3% | $73,843-64.8% | $125,391-79.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.11% | 3123.53%-3124.6pp | 2267.84%-2269.0pp | 282.22%-283.3pp |
| Employer contribution / active EE | $641 | $3,123-79.5% | $2,787-77.0% | $4,866-86.8% |
| Participant deferral / active EE | $3,770 | $3,992-5.6% | $3,583+5.2% | $5,352-29.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |