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 | $148,003 | $190,805-22.4% | $159,960-7.5% | $134,475+10.1% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.50% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,589 | $4,995-68.2% | $4,226-62.4% | $4,740-66.5% |
| Participant deferral / active EE | $13,212 | $6,923+90.8% | $6,182+113.7% | $6,400+106.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |