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 | $0 | $176,377-100.0% | $134,143-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 18.17% | 63.63%-45.5pp | 36.33%-18.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $551 | $5,040-89.1% | $3,704-85.1% | $4,761-88.4% |
| Participant deferral / active EE | $2,822 | $4,091-31.0% | $3,499-19.4% | $5,982-52.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |