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 7-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 | $120,615 | $92,703+30.1% | $82,719+45.8% | $134,475-10.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.59% | 944.92%-949.5pp | 701.18%-705.8pp | 417.96%-422.5pp |
| Employer contribution / active EE | $1,824 | $3,274-44.3% | $3,009-39.4% | $4,740-61.5% |
| Participant deferral / active EE | $9,590 | $4,802+99.7% | $4,395+118.2% | $6,400+49.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |