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 3-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 | $26,123 | $176,377-85.2% | $134,143-80.5% | $158,922-83.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,125 | $5,040+21.5% | $3,704+65.4% | $4,761+28.6% |
| Participant deferral / active EE | $19,500 | $4,091+376.6% | $3,499+457.3% | $5,982+226.0% |
| Admin fee / account holder | $4 | $8,718-100.0% | $6,684-99.9% | $11,246-100.0% |