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 | $55,947 | $135,635-58.8% | $110,238-49.2% | $135,375-58.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.21% | 513.19%-518.4pp | 314.74%-320.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,391 | $4,906-30.9% | $3,826-11.4% | $4,779-29.0% |
| Participant deferral / active EE | $10,817 | $5,506+96.4% | $4,672+131.5% | $5,609+92.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |