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 | $44,362 | $159,901-72.3% | $146,958-69.8% | $145,922-69.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 50.61% | 98.13%-47.5pp | 418.34%-367.7pp | 561.29%-510.7pp |
| Employer contribution / active EE | $8,613 | $5,286+62.9% | $4,933+74.6% | $4,660+84.8% |
| Participant deferral / active EE | $29,919 | $8,428+255.0% | $8,070+270.7% | $6,688+347.4% |
| Admin fee / account holder | $63 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |