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 6-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 | $175,124 | $99,640+75.8% | $86,436+102.6% | $134,475+30.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | 6782.58%-6803.1pp | 4394.89%-4415.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $37,041 | $4,400+741.8% | $3,769+882.9% | $4,740+681.5% |
| Participant deferral / active EE | $20,887 | $7,246+188.2% | $6,952+200.5% | $6,400+226.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |