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 | $148,009 | $105,859+39.8% | $90,160+64.2% | $147,584+0.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $30,000 | $4,126+627.1% | $3,318+804.2% | $4,876+515.2% |
| Participant deferral / active EE | $22,000 | $5,733+283.7% | $5,288+316.1% | $5,439+304.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |