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 | $126,337 | $135,635-6.9% | $110,238+14.6% | $135,375-6.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.05% | 513.19%-516.2pp | 314.74%-317.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $5,078 | $4,906+3.5% | $3,826+32.7% | $4,779+6.3% |
| Participant deferral / active EE | $17,462 | $5,506+217.1% | $4,672+273.8% | $5,609+211.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |