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 | $46,261 | $84,402-45.2% | $61,373-24.6% | $134,475-65.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.59% | 584.55%-605.1pp | 338.61%-359.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $18,300 | $1,544+1084.9% | $1,159+1478.4% | $4,740+286.1% |
| Participant deferral / active EE | $8,200 | $2,819+190.9% | $2,125+285.9% | $6,400+28.1% |
| Admin fee / account holder | $16 | $2,585-99.4% | $2,130-99.2% | $11,426-99.9% |