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 5-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 | $50,284 | $152,509-67.0% | $117,472-57.2% | $134,475-62.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -5.58% | 52.99%-58.6pp | 29.74%-35.3pp | 417.96%-423.5pp |
| Employer contribution / active EE | $19,761 | $5,571+254.7% | $4,176+373.2% | $4,740+316.9% |
| Participant deferral / active EE | $10,477 | $4,818+117.5% | $4,070+157.4% | $6,400+63.7% |
| Admin fee / account holder | $250 | $7,004-96.4% | $5,645-95.6% | $11,426-97.8% |