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 | $61,305 | $138,065-55.6% | $123,544-50.4% | $135,375-54.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.00% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,139 | $5,151-39.1% | $4,628-32.2% | $4,779-34.3% |
| Participant deferral / active EE | $4,872 | $6,799-28.3% | $6,426-24.2% | $5,609-13.1% |
| Admin fee / account holder | $202 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |