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 | $33,996 | $138,044-75.4% | $125,339-72.9% | $134,475-74.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -10.06% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,787 | $5,243-65.9% | $4,814-62.9% | $4,740-62.3% |
| Participant deferral / active EE | $3,855 | $7,799-50.6% | $7,446-48.2% | $6,400-39.8% |
| Admin fee / account holder | $268 | $11,571-97.7% | $10,010-97.3% | $11,426-97.7% |