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 | $56,985 | $95,971-40.6% | $74,550-23.6% | $135,375-57.9% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -7.73% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,079 | $2,716-23.5% | $1,961+6.0% | $4,779-56.5% |
| Participant deferral / active EE | $2,897 | $3,843-24.6% | $3,108-6.8% | $5,609-48.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |