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 6-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 | $96,918 | $183,519-47.2% | $155,509-37.7% | $145,922-33.6% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,425 | $5,313-54.4% | $4,672-48.1% | $4,660-48.0% |
| Participant deferral / active EE | $6,567 | $6,462+1.6% | $5,626+16.7% | $6,688-1.8% |
| Admin fee / account holder | $45 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |