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 | $60,421 | $90,600-33.3% | $79,464-24.0% | $135,375-55.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -8.91% | 977.43%-986.3pp | 718.14%-727.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,551 | $3,068+15.7% | $2,800+26.8% | $4,779-25.7% |
| Participant deferral / active EE | $6,380 | $4,050+57.5% | $3,704+72.2% | $5,609+13.7% |
| Admin fee / account holder | $52 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |