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 7-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 | $54,754 | $138,065-60.3% | $123,544-55.7% | $135,375-59.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.83% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,588 | $5,151-10.9% | $4,628-0.9% | $4,779-4.0% |
| Participant deferral / active EE | $11,705 | $6,799+72.2% | $6,426+82.2% | $5,609+108.7% |
| Admin fee / account holder | $83 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |