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 | $126,631 | $150,440-15.8% | $136,294-7.1% | $147,584-14.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.30% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,612 | $5,256-69.3% | $4,695-65.7% | $4,876-66.9% |
| Participant deferral / active EE | $4,302 | $6,630-35.1% | $6,247-31.1% | $5,439-20.9% |
| Admin fee / account holder | $199 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |