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 10-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 | $89,452 | $150,440-40.5% | $136,294-34.4% | $147,584-39.4% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 12.85% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,068 | $5,256-60.7% | $4,695-56.0% | $4,876-57.6% |
| Participant deferral / active EE | $4,733 | $6,630-28.6% | $6,247-24.2% | $5,439-13.0% |
| Admin fee / account holder | $152 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |