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 8-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 | $7,129 | $84,402-91.6% | $61,373-88.4% | $134,475-94.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.50% | 584.55%-604.0pp | 338.61%-358.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,064 | $1,544-31.1% | $1,159-8.3% | $4,740-77.6% |
| Participant deferral / active EE | $2,203 | $2,819-21.8% | $2,125+3.7% | $6,400-65.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |