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 4-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 | $48,123 | $88,594-45.7% | $70,092-31.3% | $134,475-64.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -7.70% | 442.67%-450.4pp | 190.73%-198.4pp | 417.96%-425.7pp |
| Employer contribution / active EE | $31,611 | $3,233+877.8% | $2,559+1135.4% | $4,740+566.9% |
| Participant deferral / active EE | $22,432 | $4,772+370.1% | $3,849+482.8% | $6,400+250.5% |
| Admin fee / account holder | $10 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |