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 7-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 | $44,197 | $167,307-73.6% | $143,757-69.3% | $134,475-67.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.81% | 0.46%-2.3pp | -0.04%-1.8pp | 417.96%-419.8pp |
| Employer contribution / active EE | $2,428 | $5,619-56.8% | $4,951-51.0% | $4,740-48.8% |
| Participant deferral / active EE | $8,900 | $6,446+38.1% | $5,637+57.9% | $6,400+39.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |