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 | $71,791 | $92,703-22.6% | $82,719-13.2% | $134,475-46.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.41% | 944.92%-954.3pp | 701.18%-710.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,226 | $3,274-62.6% | $3,009-59.3% | $4,740-74.1% |
| Participant deferral / active EE | $1,199 | $4,802-75.0% | $4,395-72.7% | $6,400-81.3% |
| Admin fee / account holder | $284 | $5,983-95.2% | $5,329-94.7% | $11,426-97.5% |