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 9-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 | $0 | $104,486-100.0% | $76,817-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.4%-82.4pp |
| Annual return | 53.31% | 1013.37%-960.1pp | 1166.11%-1112.8pp | 345.32%-292.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,633 | $4,236+80.2% | $3,336+128.8% | $5,850+30.5% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |