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 | $30,161 | $138,044-78.2% | $125,339-75.9% | $134,475-77.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -20.62% | 750.33%-770.9pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,739 | $5,243-47.8% | $4,814-43.1% | $4,740-42.2% |
| Participant deferral / active EE | $7,217 | $7,799-7.5% | $7,446-3.1% | $6,400+12.8% |
| Admin fee / account holder | $178 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |