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 | $54,391 | $190,805-71.5% | $159,960-66.0% | $134,475-59.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.74% | 552.23%-570.0pp | 408.60%-426.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $19,251 | $4,995+285.4% | $4,226+355.6% | $4,740+306.2% |
| Participant deferral / active EE | $14,293 | $6,923+106.5% | $6,182+131.2% | $6,400+123.3% |
| Admin fee / account holder | $261 | $10,471-97.5% | $8,698-97.0% | $11,426-97.7% |