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 | $40,525 | $138,065-70.6% | $123,544-67.2% | $135,375-70.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.43% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,818 | $5,151-6.5% | $4,628+4.1% | $4,779+0.8% |
| Participant deferral / active EE | $9,743 | $6,799+43.3% | $6,426+51.6% | $5,609+73.7% |
| Admin fee / account holder | $5 | $10,916-100.0% | $9,284-99.9% | $10,827-100.0% |