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 | $26,708 | $81,625-67.3% | $58,482-54.3% | $139,434-80.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.70% | 7404.20%-7383.5pp | 4239.32%-4218.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,886 | $1,398+177.9% | $1,053+268.9% | $4,751-18.2% |
| Participant deferral / active EE | $4,620 | $2,557+80.7% | $1,924+140.1% | $6,710-31.2% |
| Admin fee / account holder | $90 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |